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
AFSM icon
7276
First Trust Active Factor Small Cap ETF
AFSM
$81.4M
-199
AGMH icon
7277
AGM Group Holdings
AGMH
$3.08M
-15,982
AGS
7278
DELISTED
PlayAGS
AGS
-12,242
AIYY icon
7279
YieldMax AI Option Income Strategy ETF
AIYY
$37.8M
-1,000
AKYA
7280
DELISTED
Akoya BioSciences
AKYA
-1,771
ALCYW icon
7281
Alchemy Investments Acquisition Corp 1 Warrants
ALCYW
-100
ALUR.WS icon
7282
Allurion Technologies Warrants
ALUR.WS
$119K
$0 ﹤0.01%
1
AMED
7283
DELISTED
Amedisys
AMED
-454,519
AMZA icon
7284
InfraCap MLP ETF
AMZA
$430M
-445
ANSS
7285
DELISTED
Ansys
ANSS
-1,112,173
APRT icon
7286
AllianzIM U.S. Equity Buffer10 Apr ETF
APRT
$42M
-2,700
APRW icon
7287
AllianzIM U.S. Equity Buffer20 Apr ETF
APRW
$169M
-3,600
ASHS icon
7288
Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF
ASHS
$35.4M
-2,565
AVNM icon
7289
Avantis All International Markets Equity ETF
AVNM
$580M
0
AVPTW
7290
DELISTED
AvePoint Inc Warrant
AVPTW
-100
AZEK
7291
DELISTED
The AZEK Co
AZEK
-2,722,274
BABX icon
7292
GraniteShares ETF Trust GraniteShares 2x Long BABA Daily ETF
BABX
$134M
-967
BASE
7293
DELISTED
Couchbase
BASE
-213,384
BBBI icon
7294
BondBloxx BBB Rated 5-10 Year Corporate Bond ETF
BBBI
$145M
-575
BCLI
7295
DELISTED
BRAINSTORM CELL THERAPUTC
BCLI
-136
BPMC
7296
DELISTED
Blueprint Medicines
BPMC
-647,487
BPT
7297
DELISTED
BP Prudhoe Bay Royalty Trust
BPT
-4,901
BRDG
7298
DELISTED
Bridge Investment Group
BRDG
-2,367
BRFS
7299
DELISTED
BRF SA
BRFS
-296,768
BRKL
7300
DELISTED
Brookline Bancorp
BRKL
-550,196