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
VNSE icon
5601
Natixis Vaughan Nelson Select ETF
VNSE
$13.2M
$67.3K ﹤0.01%
1,750
QNCX icon
5602
Quince Therapeutics
QNCX
$6.4M
$67.1K ﹤0.01%
20,043
+17,954
EMPD
5603
Empery Digital
EMPD
$148M
$66.9K ﹤0.01%
14,661
+1,769
NRT
5604
North European Oil Royalty Trust
NRT
$80.5M
$66.8K ﹤0.01%
10,150
+650
AEYE icon
5605
AudioEye
AEYE
$86.8M
$66.8K ﹤0.01%
6,684
+3,014
CCEC
5606
Capital Clean Energy Carriers
CCEC
$1.15B
$66.7K ﹤0.01%
3,198
-1,397
ARL icon
5607
American Realty Investors
ARL
$229M
$66.7K ﹤0.01%
4,154
+827
PMTS icon
5608
CPI Card Group
PMTS
$205M
$66.6K ﹤0.01%
4,537
-2,170
OXLC
5609
Oxford Lane Capital
OXLC
$999M
$66.6K ﹤0.01%
4,549
+1,659
LSAK icon
5610
Lesaka Technologies
LSAK
$410M
$66.5K ﹤0.01%
13,950
NL icon
5611
NL Industries
NL
$283M
$66.4K ﹤0.01%
12,142
+2,761
CBIO
5612
Crescent Biopharma
CBIO
$600M
$66.1K ﹤0.01%
5,573
+1,710
JAJL
5613
Innovator Equity Defined Protection ETF - 6mo Jan/Jul
JAJL
$245M
$65K ﹤0.01%
2,236
+1,236
CSTE icon
5614
Caesarstone
CSTE
$56.4M
$64.7K ﹤0.01%
34,778
-62
ATOM icon
5615
Atomera
ATOM
$194M
$64.3K ﹤0.01%
29,105
+12,015
AZTD icon
5616
Aztlan Global Stock Selection DM SMID ETF
AZTD
$35M
$64.1K ﹤0.01%
2,256
-1,813
BBSC icon
5617
JPMorgan BetaBuilders US Small Cap Equity ETF
BBSC
$704M
$64.1K ﹤0.01%
862
-335
DAO
5618
Youdao
DAO
$1.17B
$64K ﹤0.01%
6,352
+524
CUE icon
5619
Cue Biopharma
CUE
$60.1M
$63.3K ﹤0.01%
207,569
-116,952
KEMX icon
5620
KraneShares MSCI Emerging Markets Ex China Index ETF
KEMX
$117M
$62.9K ﹤0.01%
+1,697
CTEC icon
5621
Global X Funds Global X ClimateTech ETF
CTEC
$27.9M
$62.9K ﹤0.01%
1,184
-276
KARS icon
5622
KraneShares Electric Vehicles and Future Mobility Index ETF
KARS
$82.6M
$62.9K ﹤0.01%
+2,058
ALTS
5623
ALT5 Sigma
ALTS
$117M
$62.8K ﹤0.01%
57,074
-830,747
AGAE icon
5624
Allied Gaming & Entertainment
AGAE
$27.2M
$62.6K ﹤0.01%
160,021
+160,012
AIRJ
5625
Montana Technologies Corp
AIRJ
$208M
$62.1K ﹤0.01%
15,768
+8,993