Bank of America

Bank of America Portfolio holdings

AUM $1.34T
1-Year Est. Return 19.29%
 

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 Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.34T
AUM Growth
+$94.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,648
New
Increased
Reduced
Closed

Top Buys

1 +$3.36B
2 +$1.57B
3 +$1.22B
4
VTV icon
Vanguard Value ETF
VTV
+$1.06B
5
CSX icon
CSX Corp
CSX
+$949M

Top Sells

1 +$2.89B
2 +$2.73B
3 +$2.36B
4
NVDA icon
NVIDIA
NVDA
+$2.08B
5
AVGO icon
Broadcom
AVGO
+$1.69B

Sector Composition

1 Technology 16.99%
2 Financials 8.7%
3 Industrials 5.86%
4 Consumer Discretionary 5.82%
5 Healthcare 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FOVL
7076
DELISTED
iShares Focused Value Factor ETF
FOVL
-1,563
FOXO
7077
DELISTED
FOXO TECHNOLOGIES INC A
FOXO
-17
FPA icon
7078
First Trust Asia Pacific ex-Japan AlphaDEX Fund
FPA
$24.5M
-385
FSCO
7079
FS Credit Opportunities Corp
FSCO
$1.25B
-1
FT
7080
Franklin Universal Trust
FT
$200M
-2,800
FTCB icon
7081
First Trust Core Investment Grade ETF
FTCB
$1.64B
-558
FTGS icon
7082
First Trust Growth Strength ETF
FTGS
$1.22B
-1,433
FTQI icon
7083
First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF
FTQI
$751M
-9,117
GABF icon
7084
Gabelli Financial Services Opportunities ETF
GABF
$36.4M
-13
GVH icon
7085
Globavend
GVH
$5.77M
-573
HARD icon
7086
Simplify Commodities Strategy No K-1 ETF
HARD
$53.5M
-168
HDGE icon
7087
AdvisorShares Ranger Equity Bear ETF
HDGE
$66.6M
-2,129
HDUS icon
7088
Hartford Disciplined US Equity ETF
HDUS
$153M
-2
HEQT icon
7089
Simplify Hedged Equity ETF
HEQT
$329M
-16,493
HERD icon
7090
Pacer Cash Cows Fund of Funds ETF
HERD
$88.9M
-173
HES
7091
DELISTED
Hess
HES
-3,400,476
HFGO icon
7092
Hartford Large Cap Growth ETF
HFGO
$182M
-1,233
LIXTW icon
7093
Lixte Biotechnology Warrants
LIXTW
$31.6K
-100
LNZAW icon
7094
LanzaTech Global Warrant
LNZAW
$2.18M
-100
LOWV icon
7095
AB US Low Volatility Equity ETF
LOWV
$166M
-1
MAG
7096
DELISTED
MAG Silver
MAG
-1,049,503
MAV
7097
DELISTED
Pioneer Municipal High Income Advantage Fund
MAV
-4,817
MBCC icon
7098
Monarch Blue Chips Core Index ETF
MBCC
$132M
-490
MBNE icon
7099
State Street Nuveen Municipal Bond ESG ETF
MBNE
$13.2M
-770
MCH icon
7100
Matthews China Active ETF
MCH
$22.9M
-15