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
$1.24T
AUM Growth
+$115B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,626
New
Increased
Reduced
Closed

Top Buys

1 +$2.03B
2 +$1.82B
3 +$1.76B
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.43B
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$1.11B

Top Sells

1 +$2.79B
2 +$2.49B
3 +$1.46B
4
NVDA icon
NVIDIA
NVDA
+$1.28B
5
AAPL icon
Apple
AAPL
+$1.05B

Sector Composition

1 Technology 16.59%
2 Financials 8.82%
3 Consumer Discretionary 5.92%
4 Industrials 5.86%
5 Healthcare 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SRTS icon
6351
Sensus Healthcare
SRTS
$70M
$664 ﹤0.01%
140
+26
OWLT icon
6352
Owlet
OWLT
$357M
$663 ﹤0.01%
79
+8
BW icon
6353
Babcock & Wilcox
BW
$654M
$661 ﹤0.01%
688
-306,331
CLST icon
6354
Catalyst Bancorp
CLST
$61.9M
$656 ﹤0.01%
53
+17
WLDSW icon
6355
Wearable Devices Ltd Warrant
WLDSW
$197K
$656 ﹤0.01%
625
BIVI icon
6356
BioVie
BIVI
$10.2M
$655 ﹤0.01%
71
+52
TELA icon
6357
TELA Bio
TELA
$50.8M
$641 ﹤0.01%
330
+78
MDAI icon
6358
Spectral AI
MDAI
$47.9M
$640 ﹤0.01%
258
+52
PZG icon
6359
Paramount Gold Nevada
PZG
$92.5M
$638 ﹤0.01%
1,039
+308
MDXH icon
6360
MDxHealth
MDXH
$177M
$632 ﹤0.01%
286
SHIP icon
6361
Seanergy Maritime Holdings
SHIP
$215M
$631 ﹤0.01%
100
-35,854
DUOT icon
6362
Duos Technologies
DUOT
$196M
$629 ﹤0.01%
88
+37
CNVS icon
6363
Cineverse
CNVS
$47.3M
$626 ﹤0.01%
131
+17
CMPOW icon
6364
CompoSecure Inc Warrant
CMPOW
$1.2B
$625 ﹤0.01%
100
CTM icon
6365
Castellum
CTM
$99.3M
$619 ﹤0.01%
589
+224
GABF icon
6366
Gabelli Financial Services Opportunities ETF
GABF
$36.4M
$617 ﹤0.01%
13
RPID icon
6367
Rapid Micro Biosystems
RPID
$184M
$611 ﹤0.01%
177
+29
OPXS icon
6368
Optex Systems
OPXS
$96.4M
$609 ﹤0.01%
53
+6
FDSB
6369
Fifth District Bancorp
FDSB
$75.2M
$605 ﹤0.01%
49
+7
HOOK
6370
DELISTED
HOOKIPA Pharma
HOOK
$604 ﹤0.01%
481
+7
TXMD icon
6371
TherapeuticsMD
TXMD
$18.8M
$603 ﹤0.01%
520
+22
STCE icon
6372
Schwab Crypto Thematic ETF
STCE
$281M
$601 ﹤0.01%
+12
MOLN
6373
Molecular Partners
MOLN
$150M
$600 ﹤0.01%
157
CTXR icon
6374
Citius Pharmaceuticals
CTXR
$22.5M
$599 ﹤0.01%
377
+309
AISPW
6375
Airship AI Holdings Warrants
AISPW
$36.7M
$597 ﹤0.01%
300