Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.08%
 

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
+23.08%
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 +$3.29B
2 +$1.39B
3 +$1.15B
4
VTV icon
Vanguard Value ETF
VTV
+$1.03B
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$932M

Top Sells

1 +$2.78B
2 +$2.25B
3 +$2.13B
4
NVDA icon
NVIDIA
NVDA
+$1.95B
5
AVGO icon
Broadcom
AVGO
+$1.57B

Sector Composition

1 Technology 16.98%
2 Financials 8.71%
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
BDL icon
6326
Flanigan's Enterprises
BDL
$62.6M
$638 ﹤0.01%
20
-6
FIIG icon
6327
First Trust Intermediate Duration Investment Grade Corporate ETF
FIIG
$660M
$637 ﹤0.01%
+30
MBAI
6328
Check-Cap
MBAI
$10.8M
$636 ﹤0.01%
300
SNTI icon
6329
Senti Biosciences
SNTI
$25M
$634 ﹤0.01%
450
-107
IRD
6330
Opus Genetics
IRD
$242M
$632 ﹤0.01%
383
+98
ECX icon
6331
ECARX Holdings
ECX
$542M
$629 ﹤0.01%
313
+60
CANG
6332
Cango Inc
CANG
$310M
$628 ﹤0.01%
148
-255
CULP icon
6333
Culp
CULP
$40.4M
$625 ﹤0.01%
140
-98
KPTI icon
6334
Karyopharm Therapeutics
KPTI
$185M
$615 ﹤0.01%
94
-168,440
COEP icon
6335
Coeptis Therapeutics
COEP
$70.6M
$611 ﹤0.01%
35
+10
TPCS icon
6336
TechPrecision Corp
TPCS
$38.9M
$602 ﹤0.01%
113
-6
AMST icon
6337
Amesite
AMST
$8.51M
$597 ﹤0.01%
196
-6
UAVS icon
6338
AgEagle Aerial Systems
UAVS
$43.6M
$595 ﹤0.01%
296
+166
UBCP icon
6339
United Bancorp
UBCP
$85.9M
$587 ﹤0.01%
42
-43
CMBM icon
6340
Cambium Networks
CMBM
$35.9M
$585 ﹤0.01%
655
-6
MOLN
6341
Molecular Partners
MOLN
$189M
$582 ﹤0.01%
157
PRPL icon
6342
Purple Innovation
PRPL
$70.2M
$570 ﹤0.01%
610
-2,094
PSTV icon
6343
Plus Therapeutics
PSTV
$55.3M
$567 ﹤0.01%
831
+673
ASTC icon
6344
Astrotech Corp
ASTC
$5M
$559 ﹤0.01%
114
-1
JFB
6345
JFB Construction Holdings
JFB
$99.6M
$556 ﹤0.01%
43
-11
BLNE
6346
Beeline Holdings
BLNE
$80M
$555 ﹤0.01%
140
+83
SKYE icon
6347
Skye Bioscience
SKYE
$24M
$554 ﹤0.01%
141
-660
AACG
6348
ATA Creativity
AACG
$33M
$552 ﹤0.01%
400
DXR icon
6349
Daxor
DXR
$70.6M
$551 ﹤0.01%
+40
BCDA icon
6350
BioCardia
BCDA
$13.3M
$543 ﹤0.01%
421
-1