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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
AXINR
7126
Axiom Intelligence Acquisition Corp 1 Right
AXINR
-100
PCI
7127
PGIM Corporate Bond 5-10 Year ETF
PCI
$531M
-175,000
CEFZ
7128
RiverNorth Active Income ETF
CEFZ
$39.9M
-2,609
EVMO
7129
Eaton Vance Mortgage Opportunities ETF
EVMO
$879M
-140
RUBI
7130
Rubico Inc
RUBI
$2.87M
0
JDVL
7131
John Hancock Disciplined Value Select ETF
JDVL
$881M
-1,071
PLBL
7132
Polibeli Group
PLBL
$2.98B
-21
CPAG
7133
F/m Compoundr U.S. Aggregate Bond ETF
CPAG
$290M
-605
DOGD
7134
DELISTED
Tradr 2X Long DDOG Daily ETF
DOGD
-232
KYIV
7135
Kyivstar Group
KYIV
$3.53B
-30
MUNB
7136
Northern Trust 2035 Tax-Exempt Distributing Ladder ETF
MUNB
$10.1M
-10,000
ETS
7137
Elite Express Holding Inc
ETS
$13.4M
-32
TRUD
7138
VanEck Consumer Discretionary TruSector ETF
TRUD
$33.6M
-76
QALT
7139
SEI DBi Multi-Strategy Alternative ETF
QALT
$192M
-10
CURX
7140
Curanex Pharmaceuticals
CURX
$6.32M
-34
PMI
7141
Picard Medical
PMI
$15.8M
-4,338
YDES
7142
YD Bio Ltd
YDES
$158M
-5
YDESW
7143
YD Bio Ltd Warrants
YDESW
$2.76M
-404
NMP
7144
NMP Acquisition Corp
NMP
$164M
-11
SOCA
7145
Solarius Capital Acquisition Corp
SOCA
$241M
-10
SPEG
7146
Silver Pegasus Acquisition Corp
SPEG
$158M
-9
COIA
7147
ProShares Ultra COIN
COIA
$1.47M
-40,000
ONCHW
7148
1RT Acquisition Corp Warrant
ONCHW
$2.24M
-4,287
BTQ
7149
BTQ Technologies Corp
BTQ
$536M
-2,712
ESSC
7150
Eventide Small Cap ETF
ESSC
$28.1M
-88