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Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 24.88%
 

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
+24.88%
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
TOV
7051
JLens 500 Jewish Advocacy U.S. ETF
TOV
$267M
-100
TE.WS
7052
DELISTED
T1 Energy Inc Warrants
TE.WS
-500
ZMAR
7053
Innovator Equity Defined Protection ETF - 1 Yr March
ZMAR
$115M
-100
ALLW
7054
State Street Bridgewater All Weather ETF
ALLW
$1.58B
-2,100
JFB
7055
JFB Construction Holdings
JFB
$74.2M
-2
HODO
7056
House of Doge
HODO
$4.71M
-2
SAGT
7057
Sagtec Global
SAGT
$17.7M
-1
CAPS
7058
Capstone Holding Corp
CAPS
$3.9M
-22
NWTG
7059
Newton Golf Co
NWTG
$3.61M
-1,444
EHLD
7060
Euroholdings Ltd
EHLD
$23.1M
-91
KLRS
7061
Kalaris Therapeutics
KLRS
$106M
-6,704
SOLT
7062
2x Solana ETF
SOLT
$137M
-35
AMZE
7063
Amaze Holdings
AMZE
$5.16M
-174
IBHL
7064
iShares iBonds 2032 Term High Yield and Income ETF
IBHL
$24M
-6,597
GXDW
7065
Global X Funds Global X Dorsey Wright Thematic ETF
GXDW
$7.2M
-3,474
HEAL
7066
Global X Funds Global X HealthTech ETF
HEAL
$29.9M
-638
KIDZ
7067
KIDZ AI Inc Class B
KIDZ
$1.54M
0
VSA
7068
VisionSys AI
VSA
$9.27M
0
ATHR
7069
Aether Holdings
ATHR
$51.5M
-2
HFGM
7070
Unlimited HFGM Global Macro ETF
HFGM
$155M
-2,409
TVRD
7071
Tvardi Therapeutics
TVRD
$30.8M
-25,382
GENVR
7072
Gen Digital Inc Contingent Value Rights
GENVR
-1,913
NHICW
7073
NewHold Investment Corp III Warrants
NHICW
$20.9M
-100
DVS
7074
DELISTED
Dolly Varden Silver Corp
DVS
-362,047
MBBC
7075
Marathon Bancorp
MBBC
$44.8M
-15