Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 25.25%
 

Bank of America, founded in 1904 as the Bank of Italy by Amadeo Giannini to serve immigrants in San Francisco, is now one of the largest financial institutions in the world, headquartered in Charlotte, North Carolina, following its 1998 merger with NationsBank. It provides a broad spectrum of services, including consumer banking, wealth management (through its Merrill division), commercial banking, and investment banking, managing trillions in assets and serving millions of customers globally.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.37T
AUM Growth
-$6.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,410
New
Increased
Reduced
Closed

Top Buys

1 +$3.37B
2 +$3.16B
3 +$2.91B
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.81B
5
JPM icon
JPMorgan Chase
JPM
+$2.71B

Top Sells

1 +$2.3B
2 +$2.15B
3 +$1.41B
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.39B
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.34B

Sector Composition

1 Technology 14.93%
2 Financials 8.05%
3 Industrials 6.16%
4 Healthcare 5.86%
5 Consumer Discretionary 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ACB
6976
Aurora Cannabis
ACB
$205M
-1,572
ACET icon
6977
Adicet Bio
ACET
$77.6M
-1,288
ACIO icon
6978
Aptus Collared Investment Opportunity ETF
ACIO
$2.37B
-12,370
ACON icon
6979
Aclarion
ACON
$7.9M
-7
ACP
6980
abrdn Income Credit Strategies Fund
ACP
$664M
-10,242
ACR
6981
ACRES Commercial Realty
ACR
$140M
-5,832
ACU icon
6982
Acme United Corp
ACU
$161M
-2,623
ACXP icon
6983
Acurx Pharmaceuticals
ACXP
$8.47M
-17
ADIL
6984
Adial Pharmaceuticals
ADIL
$4.46M
-8
ADTX
6985
Aditxt
ADTX
$263K
0
ADV icon
6986
Advantage Solutions
ADV
$563M
-3,516
AEI icon
6987
Alset
AEI
$61.1M
-371
AEMD icon
6988
Aethlon Medical
AEMD
$3.45M
-6
AEON icon
6989
AEON Biopharma
AEON
$20.4M
-2,382
AEYE icon
6990
AudioEye
AEYE
$90.6M
-6,684
AFBI icon
6991
Affinity Bancshares
AFBI
$137M
-7
AFCG
6992
AFC Gamma
AFCG
$85.2M
-20,090
AFIF icon
6993
Anfield Universal Fixed Income ETF
AFIF
$229M
-1,992
AFK icon
6994
VanEck Africa Index ETF
AFK
$120M
-4,571
AFLG icon
6995
First Trust Active Factor Large Cap ETF
AFLG
$638M
-72
AFMC icon
6996
First Trust Active Factor Mid Cap ETF
AFMC
$155M
-1,258
AFRIW icon
6997
Forafric Global PLC Warrants
AFRIW
$7.64M
-22,500
AGAE icon
6998
Allied Gaming & Entertainment
AGAE
$21.8M
-160,021
RYM
6999
RYTHM Inc
RYM
$57.3M
-11
AGL icon
7000
Agilon Health
AGL
$1.44B
-11,330