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
BRN icon
7151
Barnwell Industries
BRN
$16M
-44
BRT
7152
BRT Apartments
BRT
$273M
-11,912
BRTX icon
7153
BioRestorative Therapies
BRTX
$5.3M
-60
STEX
7154
Streamex Corp
STEX
$133M
-371
BTAI icon
7155
BioXcel Therapeutics
BTAI
$34.9M
-1,446
BTA
7156
DELISTED
BlackRock Long-Term Municipal Advantage Trust
BTA
-1,383
BTBD icon
7157
BT Brands
BTBD
$7.24M
-30
SLAI
7158
SOLAI Ltd
SLAI
$15.6M
-20
BTCS icon
7159
BTCS Inc
BTCS
$82.1M
-475
BTCT icon
7160
BTC Digital
BTCT
$10.5M
-701
BTM icon
7161
Bitcoin Depot
BTM
$5.58M
-74
SRXH
7162
SRX Health Solutions
SRXH
$75M
-146
BUFC icon
7163
AB Conservative Buffer ETF
BUFC
$1.05B
-1,877
BUFD icon
7164
FT Vest Fund of Deep Buffer ETFs
BUFD
$1.85B
-705
BUFR icon
7165
FT Vest Fund of Buffer ETFs
BUFR
$9.5B
-2,787
BURU icon
7166
Nuburu Inc
BURU
$35.2M
-218
BUYW icon
7167
Main BuyWrite ETF
BUYW
$1.19B
-10,316
BWEN icon
7168
Broadwind
BWEN
$91M
-125
BXMX
7169
DELISTED
Nuveen S&P 500 Buy-Write Income Fund
BXMX
-864,351
BYM
7170
DELISTED
BlackRock Municipal Income Quality Trust
BYM
-104,170
BYSI icon
7171
BeyondSpring
BYSI
$64.6M
-7,532
BZFD icon
7172
BuzzFeed
BZFD
$78.7M
-690
BZUN
7173
Baozun
BZUN
$145M
-112,830
CADE
7174
DELISTED
Cadence Bank
CADE
-1,183,550
CAF
7175
Morgan Stanley China A Share Fund
CAF
$332M
-430