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
TOON icon
6251
Kartoon Studios
TOON
$34.2M
$1.41K ﹤0.01%
1,963
+56
RFL icon
6252
Rafael Holdings
RFL
$65.5M
$1.39K ﹤0.01%
1,175
-4,991
BATT icon
6253
Amplify Lithium & Battery Technology ETF
BATT
$118M
$1.38K ﹤0.01%
100
GORO icon
6254
Gold Resource Corp
GORO
$240M
$1.37K ﹤0.01%
1,658
-8,503
CNTX icon
6255
Context Therapeutics
CNTX
$229M
$1.37K ﹤0.01%
933
+499
QTJA icon
6256
Innovator Growth Accelerated Plus ETF January
QTJA
$14.3M
$1.34K ﹤0.01%
45
-1,751
ANNA
6257
AleAnna Inc
ANNA
$203M
$1.3K ﹤0.01%
454
+399
AEI icon
6258
Alset
AEI
$70M
$1.28K ﹤0.01%
371
+41
RRGB icon
6259
Red Robin
RRGB
$62.2M
$1.27K ﹤0.01%
314
-141,230
BTCS icon
6260
BTCS Inc
BTCS
$77.6M
$1.25K ﹤0.01%
475
-10,405
MXE
6261
Mexico Equity and Income Fund
MXE
$60.9M
$1.24K ﹤0.01%
100
VRA icon
6262
Vera Bradley
VRA
$109M
$1.23K ﹤0.01%
507
-324
SCYX icon
6263
SCYNEXIS
SCYX
$44.7M
$1.2K ﹤0.01%
1,891
+14
STHO icon
6264
Star Holdings Shares of Beneficial Interest
STHO
$100M
$1.18K ﹤0.01%
143
+3
FKWL icon
6265
Franklin Wireless
FKWL
$44.7M
$1.13K ﹤0.01%
259
STEX
6266
Streamex Corp
STEX
$104M
$1.12K ﹤0.01%
371
-8,992
DLNG icon
6267
Dynagas LNG Partners
DLNG
$149M
$1.07K ﹤0.01%
284
+4
GRWG icon
6268
GrowGeneration
GRWG
$62.5M
$1.03K ﹤0.01%
685
-160
VELO
6269
Velo3D Inc
VELO
$263M
$1.02K ﹤0.01%
74
+73
SIDU icon
6270
Sidus Space
SIDU
$283M
$996 ﹤0.01%
317
-410
WHWK
6271
Whitehawk Therapeutics
WHWK
$160M
$995 ﹤0.01%
411
+365
ASYS icon
6272
Amtech Systems
ASYS
$212M
$979 ﹤0.01%
78
-1,608
VYNE icon
6273
VYNE Therapeutics
VYNE
$20.3M
$973 ﹤0.01%
1,677
+145
BDSX icon
6274
Biodesix
BDSX
$129M
$972 ﹤0.01%
143
+113
CRD.B icon
6275
Crawford & Co Class B
CRD.B
$495M
$954 ﹤0.01%
89
-6