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
TEO icon
5326
Telecom Argentina
TEO
$5.11B
$153K ﹤0.01%
13,171
-8,171
ABTC
5327
American Bitcoin Corp
ABTC
$1.17B
$152K ﹤0.01%
89,532
+80,427
UTMD icon
5328
Utah Medical Products
UTMD
$219M
$152K ﹤0.01%
2,717
+1,120
CSBR icon
5329
Champions Oncology
CSBR
$85.8M
$152K ﹤0.01%
21,985
+208
MXCT icon
5330
MaxCyte
MXCT
$90.3M
$152K ﹤0.01%
97,801
+25,637
MFSM
5331
MFS Active Intermediate Muni Bond ETF
MFSM
$80.2M
$151K ﹤0.01%
+6,039
PAYS icon
5332
Paysign
PAYS
$320M
$151K ﹤0.01%
29,362
+12,274
GLSI icon
5333
Greenwich LifeSciences
GLSI
$359M
$151K ﹤0.01%
7,187
+2,310
LFMD icon
5334
LifeMD
LFMD
$181M
$151K ﹤0.01%
44,238
-63,503
NXC
5335
DELISTED
Nuveen CA Select Tax-Free Income Portfolio
NXC
$151K ﹤0.01%
11,409
-14,934
SAA icon
5336
ProShares Ulta SmallCap600
SAA
$24.8M
$151K ﹤0.01%
5,840
UFO icon
5337
Procure Space ETF
UFO
$478M
$150K ﹤0.01%
3,880
-2,694
DTRE icon
5338
First Trust Alerian Disruptive Technology Real Estate ETF
DTRE
$16.5M
$149K ﹤0.01%
+3,768
FATE icon
5339
Fate Therapeutics
FATE
$150M
$148K ﹤0.01%
151,107
+4,554
VEGN icon
5340
US Vegan Climate ETF
VEGN
$146M
$148K ﹤0.01%
2,435
PFO
5341
Flaherty & Crumrine Preferred and Income Opportunity Fund
PFO
$122M
$148K ﹤0.01%
15,664
-3,800
BUYW icon
5342
Main BuyWrite ETF
BUYW
$1.13B
$148K ﹤0.01%
10,316
+10,002
QBIG
5343
Invesco Top QQQ ETF
QBIG
$40.6M
$147K ﹤0.01%
3,833
-100
GRNY
5344
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.18B
$147K ﹤0.01%
5,921
+11
HAIN icon
5345
Hain Celestial
HAIN
$78.9M
$146K ﹤0.01%
136,640
-55,256
MLP icon
5346
Maui Land & Pineapple Co
MLP
$322M
$146K ﹤0.01%
8,610
+2,004
BTMD icon
5347
Biote Corp
BTMD
$63.1M
$145K ﹤0.01%
55,825
+10,818
EAD
5348
Allspring Income Opportunities Fund
EAD
$395M
$145K ﹤0.01%
21,408
-42,091
MLGO
5349
MicroAlgo
MLGO
$41.5M
$145K ﹤0.01%
32,744
+516
BRCC icon
5350
BRC Inc
BRCC
$97.8M
$145K ﹤0.01%
130,276
-258,264