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
CLSD icon
6376
Clearside Biomedical
CLSD
$2.94M
$469 ﹤0.01%
118
-26
CDROW icon
6377
Codere Online Luxembourg Warrants
CDROW
$4.5M
$464 ﹤0.01%
566
HYFM icon
6378
Hydrofarm Holdings
HYFM
$8.35M
$464 ﹤0.01%
141
-5
CHAI
6379
Core AI Holdings Inc
CHAI
$48M
$464 ﹤0.01%
50
ECXWW
6380
ECARX Holdings Warrants
ECXWW
$1.49M
$461 ﹤0.01%
7,681
ALVOW icon
6381
Alvotech Warrant
ALVOW
$212M
$452 ﹤0.01%
298
+99
HGBL icon
6382
Heritage Global
HGBL
$46.2M
$452 ﹤0.01%
272
-265
RYM
6383
RYTHM Inc
RYM
$39.2M
$451 ﹤0.01%
11
-1
DRIO icon
6384
DarioHealth
DRIO
$81M
$451 ﹤0.01%
26
-1
XPL icon
6385
Solitario Resources
XPL
$56M
$449 ﹤0.01%
642
-22
JCTR
6386
DELISTED
JPMorgan Carbon Transition US Equity ETF
JCTR
$447 ﹤0.01%
+5
KPLT icon
6387
Katapult Holdings
KPLT
$28.8M
$443 ﹤0.01%
37
-2
NTWK icon
6388
NetSol Technologies
NTWK
$35.5M
$442 ﹤0.01%
93
-3
GORV icon
6389
Lazydays
GORV
$1.57M
$439 ﹤0.01%
211
-6
NOTE icon
6390
FiscalNote
NOTE
$35.7M
$439 ﹤0.01%
95
-1,050
CELZ icon
6391
Creative Medical Technology
CELZ
$6.89M
$436 ﹤0.01%
131
-2
NEPH icon
6392
Nephros
NEPH
$57.5M
$435 ﹤0.01%
92
-30
RENT
6393
Rent the Runway
RENT
$166M
$424 ﹤0.01%
86
-2
FLUX icon
6394
Flux Power
FLUX
$35.6M
$422 ﹤0.01%
113
-57
CNTX icon
6395
Context Therapeutics
CNTX
$104M
$420 ﹤0.01%
434
-109
CLNN icon
6396
Clene
CLNN
$105M
$404 ﹤0.01%
67
+3
LODI
6397
AAM SLC Low Duration Income ETF
LODI
$71.4M
$404 ﹤0.01%
+16
INUV icon
6398
Inuvo
INUV
$40.2M
$397 ﹤0.01%
113
-1
SSKN icon
6399
Strata Skin Sciences
SSKN
$8.01M
$397 ﹤0.01%
193
-4
NMTC icon
6400
NeuroOne Medical Technologies
NMTC
$35M
$396 ﹤0.01%
446
+15