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
AMUB icon
7026
ETRACS Alerian MLP Index ETN Series B due July 18 2042
AMUB
$60.8M
0
AMWL icon
7027
American Well
AMWL
$133M
-4,668
ANEB
7028
DELISTED
Anebulo Pharmaceuticals
ANEB
-382
ANIX icon
7029
Anixa Biosciences
ANIX
$93.5M
-5,573
ANSCW
7030
Agriculture & Natural Solutions Acquisition Corp Warrant
ANSCW
$3.97M
-200
ANVS icon
7031
Annovis Bio
ANVS
$94.9M
-207
BNBX
7032
BNB Plus Corp
BNBX
$2.73M
-37
API
7033
Agora
API
$308M
-2,616
APLT
7034
DELISTED
Applied Therapeutics
APLT
-3,109
APRE icon
7035
Aprea Therapeutics
APRE
$11.8M
-3,299
APT icon
7036
Alpha Pro Tech
APT
$64.1M
-6,612
APVO icon
7037
Aptevo Therapeutics
APVO
$6.17M
-7
APYX icon
7038
Apyx Medical
APYX
$173M
-17,687
AQB icon
7039
AquaBounty Technologies
AQB
$5.07M
-34
AQMS icon
7040
Aqua Metals
AQMS
$13.3M
-66
ARBE icon
7041
Arbe Robotics
ARBE
$139M
-3,994
AREB
7042
DELISTED
American Rebel
AREB
0
ARKF icon
7043
ARK Blockchain & Fintech Innovation ETF
ARKF
$813M
-1,100
ARKR icon
7044
Ark Restaurants
ARKR
$23.8M
-3,352
ARKX icon
7045
ARK Space & Defense Innovation ETF
ARKX
$967M
-3
ARL icon
7046
American Realty Investors
ARL
$227M
-4,154
ARTL icon
7047
Artelo Biosciences
ARTL
$2.78M
-6
ARTW icon
7048
Arts-Way Manufacturing Co
ARTW
$13.5M
-22
ASGI
7049
abrdn Global Infrastructure Income Fund
ASGI
$761M
-4,511
ASNS
7050
DELISTED
ACTELIS NETWORKS INC
ASNS
-15