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
EIPI
5376
FT Energy Income Partners Enhanced Income ETF
EIPI
$1.06B
$138K ﹤0.01%
6,929
XRPI
5377
Volatility Shares Trust XRP ETF
XRPI
$112M
$137K ﹤0.01%
13,000
SOHU
5378
Sohu.com
SOHU
$390M
$136K ﹤0.01%
8,683
-779
SBIL
5379
Simplify Government Money Market ETF
SBIL
$4.73B
$135K ﹤0.01%
1,348
TSSI
5380
TSS Inc
TSSI
$394M
$134K ﹤0.01%
19,008
+9,730
TCX icon
5381
Tucows
TCX
$188M
$134K ﹤0.01%
5,983
+2,583
JIG icon
5382
JPMorgan International Growth ETF
JIG
$424M
$134K ﹤0.01%
1,828
+1,042
CPSS icon
5383
Consumer Portfolio Services
CPSS
$184M
$134K ﹤0.01%
14,317
+3,683
SVIX icon
5384
-1x Short VIX Futures ETF
SVIX
$314M
$133K ﹤0.01%
5,500
OCGN icon
5385
Ocugen
OCGN
$639M
$133K ﹤0.01%
98,672
-55,700
LNSR icon
5386
LENSAR
LNSR
$75.6M
$133K ﹤0.01%
11,410
+3,401
BFIN
5387
DELISTED
BankFinancial
BFIN
$133K ﹤0.01%
11,042
+3,434
QMCO icon
5388
Quantum Corp
QMCO
$106M
$132K ﹤0.01%
20,535
+17,639
AISP
5389
Airship AI Holdings
AISP
$84.9M
$132K ﹤0.01%
45,685
+28,956
SOLZ
5390
Solana ETF
SOLZ
$105M
$131K ﹤0.01%
10,296
+2,200
PEBK icon
5391
Peoples Bancorp of North Carolina
PEBK
$221M
$130K ﹤0.01%
3,603
+1,683
EHI
5392
Western Asset Global High Income Fund
EHI
$188M
$130K ﹤0.01%
20,250
+829
TCI icon
5393
Transcontinental Realty Investors
TCI
$348M
$130K ﹤0.01%
2,213
+783
ARAY icon
5394
Accuray
ARAY
$52.1M
$129K ﹤0.01%
156,671
+33,520
JPEF icon
5395
JPMorgan Equity Focus ETF
JPEF
$1.84B
$129K ﹤0.01%
1,721
+1,521
STIM icon
5396
Neuronetics
STIM
$96.7M
$128K ﹤0.01%
92,421
-22,247
POWW icon
5397
Outdoor Holding Co
POWW
$247M
$127K ﹤0.01%
74,090
+32,754
MYPS icon
5398
PLAYSTUDIOS Inc
MYPS
$59.6M
$127K ﹤0.01%
194,356
+29,807
UNB icon
5399
Union Bankshares
UNB
$110M
$126K ﹤0.01%
5,305
+454
OFLX icon
5400
Omega Flex
OFLX
$330M
$126K ﹤0.01%
4,273
-387