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
NVAWW
6326
Nova Minerals Ltd Warrant
NVAWW
$12.4M
$675 ﹤0.01%
+25
BODI icon
6327
The Beachbody Company
BODI
$73.7M
$673 ﹤0.01%
65
+2
BTM icon
6328
Bitcoin Depot
BTM
$29.3M
$670 ﹤0.01%
520
-9,652
FARM icon
6329
Farmer Brothers
FARM
$27.4M
$666 ﹤0.01%
456
+1
ECF
6330
Ellsworth Growth & Income Fund
ECF
$161M
$663 ﹤0.01%
57
-36
SENEB
6331
Seneca Foods Class B
SENEB
$1.12B
$654 ﹤0.01%
6
+1
CMBM
6332
DELISTED
Cambium Networks
CMBM
$649 ﹤0.01%
451
-204
DRIO icon
6333
DarioHealth
DRIO
$52.9M
$649 ﹤0.01%
57
+31
NVNO icon
6334
enVVeno Medical
NVNO
$7.24M
$648 ﹤0.01%
58
+57
PSTV icon
6335
Plus Therapeutics
PSTV
$32.9M
$648 ﹤0.01%
1,265
+434
BZFD icon
6336
BuzzFeed
BZFD
$22.8M
$641 ﹤0.01%
690
+1
UNG icon
6337
United States Natural Gas Fund
UNG
$402M
$625 ﹤0.01%
51
+1
MYCM
6338
State Street My2033 Corporate Bond ETF
MYCM
$6.19M
$624 ﹤0.01%
+25
LUCY icon
6339
Innovative Eyewear
LUCY
$6.8M
$622 ﹤0.01%
624
+5
LYRA
6340
DELISTED
LYRA THERAPEUTICS INC
LYRA
$619 ﹤0.01%
201
+183
EHLD
6341
Euroholdings Ltd
EHLD
$21.1M
$619 ﹤0.01%
91
WGRX
6342
Wellgistics Health
WGRX
$14.4M
$618 ﹤0.01%
1,548
+1,298
CSAI
6343
Cloudastructure
CSAI
$14.1M
$616 ﹤0.01%
765
+15
FNGR icon
6344
FingerMotion
FNGR
$52.2M
$615 ﹤0.01%
500
ICCM icon
6345
IceCure Medical
ICCM
$26.2M
$614 ﹤0.01%
1,006
RGC icon
6346
Regencell Bioscience
RGC
$14.3B
$609 ﹤0.01%
29
+14
LITS
6347
Lite Strategy Inc
LITS
$42.2M
$603 ﹤0.01%
457
+75
UBCP icon
6348
United Bancorp
UBCP
$93.4M
$602 ﹤0.01%
42
SLNH icon
6349
Soluna Holdings
SLNH
$79.1M
$596 ﹤0.01%
510
+296
SCOR icon
6350
Comscore
SCOR
$112M
$591 ﹤0.01%
91
+3