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
DUOT icon
5501
Duos Technologies
DUOT
$241M
$96.7K ﹤0.01%
8,598
+6,570
CLAR icon
5502
Clarus
CLAR
$104M
$95.7K ﹤0.01%
28,570
+11,649
SVCO
5503
Silvaco Group
SVCO
$262M
$95.6K ﹤0.01%
23,606
-41,214
BUFR icon
5504
FT Vest Fund of Buffer ETFs
BUFR
$9.05B
$95.5K ﹤0.01%
2,787
-1,797
GSIT icon
5505
GSI Technology
GSIT
$230M
$95.4K ﹤0.01%
15,369
+1,851
IKT icon
5506
Inhibikase Therapeutics
IKT
$236M
$95.1K ﹤0.01%
46,411
+29,309
MODL icon
5507
VictoryShares WestEnd US Sector ETF
MODL
$876M
$95K ﹤0.01%
+2,000
MPX icon
5508
Marine Products Corp
MPX
$268M
$93.8K ﹤0.01%
10,703
+1,025
LWAY icon
5509
Lifeway Foods
LWAY
$372M
$93.7K ﹤0.01%
3,868
+1,643
UPGD icon
5510
Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
$105M
$93.1K ﹤0.01%
1,258
+390
ILDR icon
5511
First Trust Innovation Leaders ETF
ILDR
$235M
$92.2K ﹤0.01%
2,794
BPRE
5512
Bluerock Private Real Estate Fund
BPRE
$91.6K ﹤0.01%
+6,107
MENS
5513
Jyong Biotech
MENS
$195M
$91.6K ﹤0.01%
+23,182
COSO
5514
CoastalSouth Bancshares
COSO
$306M
$91.6K ﹤0.01%
3,938
-2,784
CBC
5515
Central Bancompany Inc
CBC
$5.99B
$91.2K ﹤0.01%
+3,780
HOFT icon
5516
Hooker Furnishings Corp
HOFT
$154M
$91.1K ﹤0.01%
8,072
-7,054
ELDN icon
5517
Eledon Pharmaceuticals
ELDN
$250M
$90.7K ﹤0.01%
60,098
+14,869
NYXH
5518
Nyxoah
NYXH
$148M
$90.6K ﹤0.01%
19,706
-172
SCLX icon
5519
Scilex Holding
SCLX
$44.3M
$90.4K ﹤0.01%
7,410
-9,977
SRBK icon
5520
SR Bancorp
SRBK
$136M
$89.9K ﹤0.01%
5,709
+2,714
LSBK icon
5521
Lake Shore Bancorp
LSBK
$123M
$89.4K ﹤0.01%
6,099
-3
HFEQ
5522
Unlimited HFEQ Equity Long/Short ETF
HFEQ
$18.6M
$89.1K ﹤0.01%
+4,274
ECC
5523
Eagle Point Credit Co
ECC
$534M
$88.2K ﹤0.01%
15,308
-24,985
NVDL icon
5524
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$4.4B
$88K ﹤0.01%
+1,000
PBUS icon
5525
Invesco MSCI USA ETF
PBUS
$10.5B
$87.7K ﹤0.01%
1,281
+246