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
BCDA icon
6351
BioCardia
BCDA
$12.9M
$587 ﹤0.01%
469
+48
TE.WS
6352
T1 Energy Inc Warrants
TE.WS
$35.3M
$585 ﹤0.01%
500
MTNB icon
6353
Matinas BioPharma
MTNB
$3.2M
$581 ﹤0.01%
991
+12
PEW
6354
GrabAGun Digital Holdings
PEW
$85.6M
$578 ﹤0.01%
192
-5,402
SIM icon
6355
Grupo SIMEC
SIM
$4.45B
$564 ﹤0.01%
19
-15
UXIN
6356
Uxin Ltd
UXIN
$612M
$559 ﹤0.01%
166
+109
VTAK icon
6357
Catheter Precision
VTAK
$3.2M
$544 ﹤0.01%
297
+287
RDI icon
6358
Reading International Class A
RDI
$24.5M
$539 ﹤0.01%
513
+5
SUIG
6359
Sui Group Holdings
SUIG
$88.3M
$536 ﹤0.01%
321
+42
NOTV icon
6360
Inotiv
NOTV
$7.88M
$531 ﹤0.01%
945
-20,943
CYPH
6361
Cypherpunk Technologies Inc
CYPH
$95.4M
$526 ﹤0.01%
453
-1,444,013
ZENA
6362
ZenaTech Inc
ZENA
$122M
$525 ﹤0.01%
+164
IPSC icon
6363
Century Therapeutics
IPSC
$404M
$522 ﹤0.01%
525
-73
COEP icon
6364
Coeptis Therapeutics
COEP
$74.4M
$513 ﹤0.01%
36
+1
IGC icon
6365
IGC Pharma
IGC
$29.8M
$508 ﹤0.01%
1,808
-2,150
GPUS
6366
Hyperscale Data Inc
GPUS
$62.9M
$508 ﹤0.01%
2,777
+2,567
CLIR icon
6367
ClearSign Technologies
CLIR
$28.6M
$504 ﹤0.01%
907
-437
GURU icon
6368
Global X Guru Index ETF
GURU
$56.3M
$500 ﹤0.01%
+8
STSS icon
6369
Sharps Technology
STSS
$64.6M
$489 ﹤0.01%
241
-7,673
TPCS icon
6370
TechPrecision Corp
TPCS
$32M
$488 ﹤0.01%
101
-12
MBAI
6371
Check-Cap
MBAI
$12.2M
$486 ﹤0.01%
300
SQFT icon
6372
Presidio Property Trust
SQFT
$5.61M
$486 ﹤0.01%
146
-3
ARTV
6373
Artiva Biotherapeutics
ARTV
$168M
$484 ﹤0.01%
113
-16,032
NTRB icon
6374
Nutriband
NTRB
$47.5M
$481 ﹤0.01%
106
-92
RMTI icon
6375
Rockwell Medical
RMTI
$35.9M
$478 ﹤0.01%
575
-7,785