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
CATO icon
6151
Cato Corp
CATO
$58.4M
$3.33K ﹤0.01%
1,078
-49
KLMT
6152
Invesco MSCI Global Climate 500 ETF
KLMT
$1.43B
$3.31K ﹤0.01%
107
FSIG icon
6153
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.5B
$3.28K ﹤0.01%
171
+79
SNSE icon
6154
Sensei Biotherapeutics
SNSE
$40.1M
$3.27K ﹤0.01%
306
-325
IPWR icon
6155
Ideal Power
IPWR
$33.6M
$3.22K ﹤0.01%
1,043
FGNX
6156
FG Nexus Inc
FGNX
$35.6M
$3.22K ﹤0.01%
234
-1,548
PABU icon
6157
iShares Paris-Aligned Climate Optimized MSCI USA ETF
PABU
$2.17B
$3.21K ﹤0.01%
44
-12,241
ZTEK
6158
Zentek
ZTEK
$58.8M
$3.2K ﹤0.01%
5,000
+4,900
NAKA
6159
Nakamoto Inc
NAKA
$151M
$3.14K ﹤0.01%
8,957
-82,965
YMAX icon
6160
YieldMax Universe Fund of Option Income ETFs
YMAX
$364M
$3.05K ﹤0.01%
+306
PULM icon
6161
Pulmatrix
PULM
$4.38M
$3.04K ﹤0.01%
1,365
+1,332
CRAQU
6162
Cal Redwood Acquisition Corp Units
CRAQU
$206M
$3.02K ﹤0.01%
+299
ORBS
6163
Eightco Holdings
ORBS
$167M
$3.01K ﹤0.01%
1,741
-41,266
SPWRW
6164
SunPower Inc Warrants
SPWRW
$3.52M
$3K ﹤0.01%
12,500
LVWR.WS icon
6165
LiveWire Group Warrants
LVWR.WS
$11.6M
$2.96K ﹤0.01%
47,700
SACH
6166
Sachem Capital Corp
SACH
$50.4M
$2.94K ﹤0.01%
2,824
+8
ZKH icon
6167
ZKH Group
ZKH
$491M
$2.93K ﹤0.01%
+796
ITEQ icon
6168
Amplify BlueStar Israel Technology ETF
ITEQ
$109M
$2.9K ﹤0.01%
50
MCRB icon
6169
Seres Therapeutics
MCRB
$79.8M
$2.9K ﹤0.01%
195
-5,148
SNYR
6170
Synergy CHC Corp
SNYR
$6.5M
$2.87K ﹤0.01%
1,544
+1,509
RGT
6171
Royce Global Value Trust
RGT
$92.9M
$2.87K ﹤0.01%
219
+113
EXOD
6172
Exodus Movement Inc
EXOD
$191M
$2.87K ﹤0.01%
194
-326
TOV
6173
JLens 500 Jewish Advocacy U.S. ETF
TOV
$212M
$2.87K ﹤0.01%
100
REED
6174
Reed's, Inc.
REED
$45.3M
$2.87K ﹤0.01%
+1,365
OWLS
6175
OBOOK Holdings
OWLS
$530M
$2.85K ﹤0.01%
+427