Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.09%
 

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
+23.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.37T
AUM Growth
+$39.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,643
New
Increased
Reduced
Closed

Top Buys

1 +$3.45B
2 +$3.2B
3 +$2.13B
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.69B
5
DELL icon
Dell
DELL
+$1.19B

Sector Composition

1 Technology 16.35%
2 Financials 8.51%
3 Healthcare 6.02%
4 Industrials 5.7%
5 Consumer Discretionary 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VXZ icon
7226
iPath Series B S&P 500 VIX Mid-Term Futures ETN
VXZ
$34.3M
0
VXX icon
7227
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
$222M
0
WFH
7228
DELISTED
Direxion Work From Home ETF
WFH
-1,399
WIMI
7229
WiMi Hologram Cloud
WIMI
$23.8M
-1
WLDS icon
7230
Wearable Devices
WLDS
$5.11M
-390
WLDSW icon
7231
Wearable Devices Ltd Warrant
WLDSW
-625
WNS
7232
DELISTED
WNS Holdings
WNS
-553,113
WOW
7233
DELISTED
WideOpenWest
WOW
-33,870
XNET
7234
Xunlei
XNET
$365M
-958
YGMZ
7235
DELISTED
MingZhu Logistics Holdings
YGMZ
-4
ZIMV
7236
DELISTED
ZimVie
ZIMV
-43,040
ZYXI
7237
DELISTED
Zynex
ZYXI
-5,191
BTSGU icon
7238
BrightSpring Health Services Unit
BTSGU
$1.21B
-3,324
NEUE
7239
DELISTED
NeueHealth
NEUE
-16
XTKG
7240
DELISTED
X3 Holdings Co., Ltd. Class A Ordinary Shares
XTKG
-2,186
XXCH
7241
DELISTED
Direxion Daily MSCI Emerging Markets ex China Bull 2X Shares
XXCH
0
DHAI
7242
DELISTED
DIH Holdings US
DHAI
-8
CERO
7243
DELISTED
CERo Therapeutics
CERO
-3
NPFI icon
7244
Nuveen Preferred and Income ETF
NPFI
$147M
-4,100
AVXC icon
7245
Avantis Emerging Markets ex-China Equity ETF
AVXC
$314M
-555
NIVF
7246
NewGenIvf
NIVF
$1.16M
-1
CDTG
7247
CDT Environmental Technology Investment Holdings
CDTG
$5.41M
-1,995
ZK
7248
DELISTED
Zeekr
ZK
-683,474
GLOW
7249
VictoryShares WestEnd Global Equity ETF
GLOW
$48.7M
-55
CGGE
7250
Capital Group Global Equity ETF
CGGE
$2.25B
-6,820