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
MURA
6351
DELISTED
Mural Oncology
MURA
$542 ﹤0.01%
262
-207
CTOR
6352
Citius Oncology
CTOR
$97.1M
$536 ﹤0.01%
264
-8,307
SENEB
6353
Seneca Foods Class B
SENEB
$533 ﹤0.01%
5
-1,040
ABVC icon
6354
ABVC BioPharma
ABVC
$33M
$532 ﹤0.01%
175
+42
RLMD icon
6355
Relmada Therapeutics
RLMD
$333M
$528 ﹤0.01%
263
-61
HMR
6356
Heidmar Maritime Holdings
HMR
$54.9M
$528 ﹤0.01%
400
CTXR icon
6357
Citius Pharmaceuticals
CTXR
$16.6M
$523 ﹤0.01%
422
+45
PMCB icon
6358
PharmaCyte Biotech
PMCB
$7.46M
$522 ﹤0.01%
538
-4
GRDX
6359
GridAI Technologies Corp
GRDX
$9.25M
$515 ﹤0.01%
103
+89
VYNE icon
6360
VYNE Therapeutics
VYNE
$19.6M
$513 ﹤0.01%
1,532
+63
PRPH
6361
DELISTED
ProPhase Labs
PRPH
$511 ﹤0.01%
112
-2,607
CVGI icon
6362
Commercial Vehicle Group
CVGI
$61.7M
$506 ﹤0.01%
297
-713
SLNH icon
6363
Soluna Holdings
SLNH
$98.6M
$503 ﹤0.01%
214
+121
SND icon
6364
Smart Sand
SND
$205M
$503 ﹤0.01%
235
-288
AISPW
6365
Airship AI Holdings Warrants
AISPW
$30.6M
$501 ﹤0.01%
300
ANRO icon
6366
Alto Neuroscience
ANRO
$587M
$498 ﹤0.01%
124
-821
OCC icon
6367
Optical Cable Corp
OCC
$58.8M
$496 ﹤0.01%
61
TOMZ icon
6368
TOMI Environmental Solutions
TOMZ
$13.5M
$496 ﹤0.01%
491
+366
FLD
6369
Fold Holdings
FLD
$73.4M
$490 ﹤0.01%
127
-2
TBHC
6370
The Brand House Collective
TBHC
$25.4M
$483 ﹤0.01%
296
-18
NYC
6371
American Strategic Investment Co
NYC
$23.3M
$481 ﹤0.01%
48
-20
AIRI icon
6372
Air Industries Group
AIRI
$16.2M
$479 ﹤0.01%
153
-192
KZR icon
6373
Kezar Life Sciences
KZR
$49.6M
$472 ﹤0.01%
121
-59
PXLW icon
6374
Pixelworks
PXLW
$39.2M
$471 ﹤0.01%
43
-196
CLSD
6375
DELISTED
Clearside Biomedical
CLSD
$469 ﹤0.01%
118
-26