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
FTLF icon
5676
FitLife Brands
FTLF
$90.3M
$54K ﹤0.01%
3,320
+1,310
IROQ
5677
DELISTED
IF Bancorp
IROQ
$54K ﹤0.01%
2,002
PCM
5678
PCM Fund
PCM
$70.9M
$53.9K ﹤0.01%
8,779
+208
DFDV
5679
DeFi Development Corp
DFDV
$117M
$53.7K ﹤0.01%
10,638
+5,869
FXA icon
5680
Invesco CurrencyShares Australian Dollar Trust
FXA
$106M
$53.5K ﹤0.01%
810
-67
MSTY icon
5681
YieldMax MSTR Option Income Strategy ETF
MSTY
$1.11B
$53.3K ﹤0.01%
1,800
-5,140
TGEN
5682
Tecogen Inc
TGEN
$113M
$53.3K ﹤0.01%
10,784
+5,948
RDNW
5683
RideNow Group
RDNW
$255M
$52.9K ﹤0.01%
9,588
+6,528
VAL.WS icon
5684
Valaris Ltd Warrants
VAL.WS
$1.06B
$52.9K ﹤0.01%
30,046
-366
EEX icon
5685
Emerald Holding
EEX
$881M
$52.8K ﹤0.01%
11,810
+748
TBT icon
5686
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$276M
$52.6K ﹤0.01%
1,506
IVAL icon
5687
Alpha Architect International Quantitative Value ETF
IVAL
$208M
$52.5K ﹤0.01%
1,668
-1,703
ARKF icon
5688
ARK Blockchain & Fintech Innovation ETF
ARKF
$824M
$52.4K ﹤0.01%
1,100
-59
TRON
5689
Tron Inc
TRON
$1.13B
$52.2K ﹤0.01%
42,057
-50,203
IVVB icon
5690
iShares Large Cap Deep Quarterly Laddered ETF
IVVB
$122M
$52.1K ﹤0.01%
+1,576
ZEPP
5691
Zepp Health
ZEPP
$203M
$52.1K ﹤0.01%
1,933
+1,787
BOSC icon
5692
Better Online Solutions
BOSC
$32.1M
$51.8K ﹤0.01%
11,365
+3,232
FHEQ icon
5693
Fidelity Hedged Equity ETF
FHEQ
$779M
$50.8K ﹤0.01%
+1,645
EP icon
5694
Empire Petroleum
EP
$103M
$50.4K ﹤0.01%
16,591
+6,283
EVMN
5695
Evommune Inc
EVMN
$919M
$50.3K ﹤0.01%
+2,937
BBOT
5696
BridgeBio Oncology
BBOT
$672M
$50K ﹤0.01%
3,990
+2,661
BAMY icon
5697
Brookstone Yield ETF
BAMY
$46.1M
$49.8K ﹤0.01%
+1,790
MDXH icon
5698
MDxHealth
MDXH
$105M
$49.5K ﹤0.01%
13,854
-1,201
RANI icon
5699
Rani Therapeutics
RANI
$83.5M
$49.4K ﹤0.01%
36,607
+18,855
CLPR
5700
Clipper Realty
CLPR
$51M
$49.3K ﹤0.01%
12,901
+8,085