Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.08%
 

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
+23.08%
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 +$3.29B
2 +$1.39B
3 +$1.15B
4
VTV icon
Vanguard Value ETF
VTV
+$1.03B
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$932M

Top Sells

1 +$2.78B
2 +$2.25B
3 +$2.13B
4
NVDA icon
NVIDIA
NVDA
+$1.95B
5
AVGO icon
Broadcom
AVGO
+$1.57B

Sector Composition

1 Technology 16.98%
2 Financials 8.71%
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
NFXL
7101
Direxion Daily NFLX Bull 2X Shares
NFXL
$148M
-1,070
NFXS
7102
Direxion Daily NFLX Bear 1X Shares
NFXS
$7.25M
-1,846
TSMZ
7103
Direxion Daily TSM Bear 1X Shares
TSMZ
$3.06M
-25,000
PLTY
7104
YieldMax PLTR Option Income Strategy ETF
PLTY
$336M
-1,500
AVS
7105
Direxion Daily AVGO Bear 1X Shares
AVS
$10.4M
-25,005
MUD
7106
Direxion Daily MU Bear 1X Shares
MUD
$55.6M
-25,000
BAI
7107
iShares A.I. Innovation and Tech Active ETF
BAI
$9B
-41
SNRE
7108
DELISTED
Sunrise Communications AG American Depositary Shares representing Class A shares
SNRE
-47,035
VCRM
7109
Vanguard Core Tax-Exempt Bond ETF
VCRM
$969M
-2,250
MFSI
7110
MFS Active International ETF
MFSI
$849M
-9,409
MFSG
7111
MFS Active Growth ETF
MFSG
$192M
-1,995
MSLC
7112
Morgan Stanley Pathway Large Cap Equity ETF
MSLC
$3.57B
-190
MSSM
7113
Morgan Stanley Pathway Small-Mid Cap Equity ETF
MSSM
$732M
-48
MARO
7114
YieldMax MARA Option Income Strategy ETF
MARO
$27.3M
-5,000
RFIX
7115
Simplify Bond Bull ETF
RFIX
$63.7M
-104
PRCS
7116
Parnassus Core Select ETF
PRCS
$112M
-500
BRIF
7117
FIS Bright Portfolios Focused Equity ETF
BRIF
$112M
-7
RILA
7118
Indexperts Gorilla Aggressive Growth ETF
RILA
$40.4M
-901
ZYBT
7119
Zhengye Biotechnology
ZYBT
$38.2M
-73
CVNY
7120
YieldMax CVNA Option Income Strategy ETF
CVNY
$29.6M
-1,000
AMDD
7121
Direxion Daily AMD Bear 1X Shares
AMDD
$11.5M
-25,232
TCPB
7122
Thrivent Core Plus Bond ETF
TCPB
$405M
-486
XAGE
7123
DELISTED
Longevity Health Holdings, Inc. Common Stock
XAGE
-6
PALU
7124
Direxion Daily PANW Bull 2X Shares
PALU
$7.87M
-25,000
HEQQ
7125
JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
HEQQ
$32M
-100,000