Bank of America

Bank of America Portfolio holdings

AUM $1.34T
1-Year Est. Return 19.29%
 

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 Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.34T
AUM Growth
+$94.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,648
New
Increased
Reduced
Closed

Top Buys

1 +$3.36B
2 +$1.57B
3 +$1.22B
4
VTV icon
Vanguard Value ETF
VTV
+$1.06B
5
CSX icon
CSX Corp
CSX
+$949M

Top Sells

1 +$2.89B
2 +$2.73B
3 +$2.36B
4
NVDA icon
NVIDIA
NVDA
+$2.08B
5
AVGO icon
Broadcom
AVGO
+$1.69B

Sector Composition

1 Technology 16.99%
2 Financials 8.7%
3 Industrials 5.86%
4 Consumer Discretionary 5.82%
5 Healthcare 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
RZLVW
6326
Rezolve AI Warrants
RZLVW
$7.5M
$642 ﹤0.01%
400
BDL icon
6327
Flanigan's Enterprises
BDL
$59.5M
$638 ﹤0.01%
20
-6
FIIG icon
6328
First Trust Intermediate Duration Investment Grade Corporate ETF
FIIG
$618M
$637 ﹤0.01%
+30
CHEK icon
6329
Check-Cap
CHEK
$9.42M
$636 ﹤0.01%
300
SNTI icon
6330
Senti Biosciences
SNTI
$55.5M
$634 ﹤0.01%
450
-107
IRD
6331
Opus Genetics
IRD
$139M
$632 ﹤0.01%
383
+98
ECX icon
6332
ECARX Holdings
ECX
$612M
$629 ﹤0.01%
313
+60
CANG
6333
Cango Inc
CANG
$518M
$628 ﹤0.01%
148
-255
CULP icon
6334
Culp
CULP
$51.6M
$625 ﹤0.01%
140
-98
KPTI icon
6335
Karyopharm Therapeutics
KPTI
$94.6M
$615 ﹤0.01%
94
-168,440
COEP icon
6336
Coeptis Therapeutics
COEP
$100M
$611 ﹤0.01%
35
+10
TPCS icon
6337
TechPrecision Corp
TPCS
$45.4M
$602 ﹤0.01%
113
-6
AMST icon
6338
Amesite
AMST
$10.5M
$597 ﹤0.01%
196
-6
UAVS icon
6339
AgEagle Aerial Systems
UAVS
$51.3M
$595 ﹤0.01%
296
+166
UBCP icon
6340
United Bancorp
UBCP
$76.8M
$587 ﹤0.01%
42
-43
CMBM icon
6341
Cambium Networks
CMBM
$59.3M
$585 ﹤0.01%
655
-6
MOLN
6342
Molecular Partners
MOLN
$153M
$582 ﹤0.01%
157
PRPL icon
6343
Purple Innovation
PRPL
$84.6M
$570 ﹤0.01%
610
-2,094
PSTV icon
6344
Plus Therapeutics
PSTV
$82.2M
$567 ﹤0.01%
831
+673
ASTC icon
6345
Astrotech Corp
ASTC
$5.72M
$559 ﹤0.01%
114
-1
JFB
6346
JFB Construction Holdings
JFB
$195M
$556 ﹤0.01%
43
-11
BLNE
6347
Beeline Holdings
BLNE
$50.5M
$555 ﹤0.01%
140
+83
SKYE icon
6348
Skye Bioscience
SKYE
$42M
$554 ﹤0.01%
141
-660
AACG
6349
ATA Creativity
AACG
$34.2M
$552 ﹤0.01%
400
DXR icon
6350
Daxor
DXR
$65.3M
$551 ﹤0.01%
+40