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
ASPS icon
7051
Altisource Portfolio Solutions
ASPS
$68.2M
-105
ASRV icon
7052
AmeriServ Financial
ASRV
$66.7M
-57
ASTC icon
7053
Astrotech Corp
ASTC
$4.01M
-66
ASTI icon
7054
Ascent Solar Technologies
ASTI
$50.7M
-27
ATER icon
7055
Aterian
ATER
$13.2M
-224
ATLX icon
7056
Atlas Lithium Corp
ATLX
$124M
-3,387
ATMCR
7057
DELISTED
AlphaTime Acquisition Corp Right
ATMCR
-100
ATMP icon
7058
iPath Select MLP ETN
ATMP
$645M
0
ATNM icon
7059
Actinium Pharmaceuticals
ATNM
$37M
-649
ATOS icon
7060
Atossa Therapeutics
ATOS
$42.7M
-4,510
ATRA icon
7061
Atara Biotherapeutics
ATRA
$88.3M
-10,387
ATXS
7062
DELISTED
Astria Therapeutics
ATXS
-83,041
AUBN icon
7063
Auburn National Bancorp
AUBN
$85.6M
-2
AUDC icon
7064
AudioCodes
AUDC
$232M
-24,621
AUID icon
7065
authID Inc
AUID
$18.9M
-10
AUUD
7066
Auddia
AUUD
$7.99M
-3
AVAL icon
7067
Grupo Aval
AVAL
$5.02B
-3
AVDL
7068
DELISTED
Avadel Pharmaceuticals
AVDL
-606,106
AVIV icon
7069
Avantis International Large Cap Value ETF
AVIV
$1.32B
-6,498
AVMC icon
7070
Avantis US Mid Cap Equity ETF
AVMC
$390M
-1,040
AVSC icon
7071
Avantis US Small Cap Equity ETF
AVSC
$2.72B
-1,726
AVSF icon
7072
Avantis Short-Term Fixed Income ETF
AVSF
$665M
-5,607
AWRE icon
7073
Aware
AWRE
$27M
-56
AWX icon
7074
Avalon Holdings
AWX
$10.1M
-18
AXR icon
7075
AMREP Corp
AXR
$138M
-9