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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
VIVS
7076
VivoSim Labs
VIVS
$2.54M
-29
YB
7077
Yuanbao Inc
YB
$664M
-186
LIMNW
7078
Liminatus Pharma Warrants
LIMNW
$388K
-100
LIMN
7079
Liminatus Pharma
LIMN
$7.07M
-44
WSBK
7080
Winchester Bancorp
WSBK
$118M
-227
TGEN
7081
Tecogen Inc
TGEN
$123M
-10,784
SPRB
7082
Spruce Biosciences
SPRB
$138M
-93
DBGI
7083
Digital Brands Group
DBGI
$17.9M
-54
ASPSW
7084
Altisource Portfolio Solutions SA Net Settle Stakeholder Warrants
ASPSW
$15M
-5,285
ASPSZ
7085
Altisource Portfolio Solutions SA Cash Exercise Stakeholder Warrants
ASPSZ
$8.47M
-246
AHL
7086
DELISTED
Aspen Insurance
AHL
-32,595
APUS
7087
Apimeds Pharmaceuticals US
APUS
$10.9M
-4
DEFT
7088
Defi Technologies
DEFT
$194M
-2,000
IQST
7089
IQSTEL Inc
IQST
$6.87M
-33
KWM
7090
K Wave Media Ltd
KWM
$10.1M
-30
KWMWW
7091
K Wave Media Ltd
KWMWW
$103K
-300
ARAI
7092
Arrive AI Inc
ARAI
$21.8M
-3,161
SVA
7093
DELISTED
Sinovac Biotech, Ltd
SVA
-5,886
CRAQU
7094
Cal Redwood Acquisition Corp Units
CRAQU
$211M
-299
FIEE
7095
FiEE Inc
FIEE
$34.1M
-17
IVES
7096
Dan IVES Wedbush AI Revolution ETF
IVES
$1.1B
-925
GPZ
7097
VanEck Alternative Asset Manager ETF
GPZ
$234M
-275
TGE.WS
7098
The Generation Essentials Group Warrants
TGE.WS
-2
BLUWU
7099
Blue Water Acquisition Corp III Unit
BLUWU
$216M
-35
CCFE
7100
Concourse Capital Focused Equity ETF
CCFE
$38.1M
-750