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
FABC
7076
Fabric.AI Inc
FABC
$29.6M
-10
AYTU icon
7077
AYTU BioPharma
AYTU
$23.5M
-85
AZTD icon
7078
Aztlan Global Stock Selection DM SMID ETF
AZTD
$35.7M
-2,256
AZTR icon
7079
Azitra
AZTR
$3.3M
-72
BAFN icon
7080
BayFirst Financial Corp
BAFN
$34.3M
-4
BALT icon
7081
Innovator Defined Wealth Shield ETF
BALT
$2.44B
-100
BALY icon
7082
Bally's
BALY
$646M
-7,484
BAMD icon
7083
Brookstone Dividend Stock ETF
BAMD
$97.5M
-2,400
BAMV icon
7084
Brookstone Value Stock ETF
BAMV
$103M
-1,722
BAMY icon
7085
Brookstone Yield ETF
BAMY
$46M
-1,790
BANX
7086
ArrowMark Financial
BANX
$191M
-5,050
BATL icon
7087
Battalion Oil
BATL
$41.6M
-71
BATT icon
7088
Amplify Lithium & Battery Technology ETF
BATT
$135M
-100
BBAI.WS icon
7089
BigBear.ai Holdings Warrant
BBAI.WS
$146M
-2,500
BBLG
7090
Bone Biologics
BBLG
$2.19M
-14
BBSC icon
7091
JPMorgan BetaBuilders US Small Cap Equity ETF
BBSC
$716M
-862
BBU
7092
DELISTED
Brookfield Business Partners
BBU
-44,027
BCAB icon
7093
BioAtla
BCAB
$6.11M
-9
BCDA icon
7094
BioCardia
BCDA
$10.9M
-469
BCYC
7095
Bicycle Therapeutics
BCYC
$318M
-96,401
BDCZ icon
7096
ETRACS MarketVector Business Development Companies Liquid Index ETN due Apr 26 2041
BDCZ
$15.8M
0
BDL icon
7097
Flanigan's Enterprises
BDL
$60.3M
-12
BDSX icon
7098
Biodesix
BDSX
$155M
-143
BEAT icon
7099
Heartbeam
BEAT
$48.8M
-57
BEEM icon
7100
Beam Global
BEEM
$31.7M
-6,989