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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
VNTG
7101
Vantage Corp
VNTG
$22.2M
-2,199
KDK
7102
Kodiak AI
KDK
$939M
-1,013
BASV
7103
Brown Advisory Sustainable Value ETF
BASV
$406M
-2,655
IPCX
7104
Inflection Point Acquisition Corp III
IPCX
$358M
-9
AIM
7105
AIM ImmunoTech
AIM
$7.85M
-28
MENS
7106
Jyong Biotech
MENS
$164M
-23,182
LCCCR
7107
Lakeshore Acquisition III Corp Rights
LCCCR
-100
DAIC
7108
CID HoldCo Inc
DAIC
$2.01M
-4
FAC
7109
Factorial Energy Inc
FAC
$997M
-3,750
CCCX
7110
DELISTED
Churchill Capital Corp X
CCCX
-14,517
YOUL
7111
Youlife Group Inc
YOUL
$46.3M
-17
LVDS
7112
JPMorgan Fundamental Data Science Large Value ETF
LVDS
$108M
-238
OYSER
7113
Oyster Enterprises II Acquisition Corp Rights
OYSER
-100
PFSA
7114
Profusa Inc
PFSA
$1.12M
0
GLIBA
7115
Liberty Capital Corp Series A GCI Group Common Stock
GLIBA
$900M
-3,760
HFEQ
7116
Unlimited HFEQ Equity Long/Short ETF
HFEQ
$16.9M
-4,274
HFMF
7117
Unlimited HFMF Managed Futures ETF
HFMF
$22.4M
-3,615
SBIL
7118
Simplify Government Money Market ETF
SBIL
$5.04B
-1,348
VWAV
7119
VisionWave Holdings
VWAV
$116M
-48
PEW
7120
GrabAGun Digital Holdings
PEW
$87M
-192
SBDS
7121
DELISTED
Solo Brands Inc
SBDS
-135
GXPC
7122
Global X PureCap MSCI Communication Services ETF
GXPC
$84.1M
-125
GXPT
7123
Global X PureCap MSCI Information Technology ETF
GXPT
$121M
-271
ACFN
7124
Acorn Energy
ACFN
$43.3M
-14
BLUWW
7125
Blue Water Acquisition Corp III Warrant
BLUWW
$6.1M
-100