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
YDESW
6401
YD Bio Ltd Warrants
YDESW
$6.55M
$400 ﹤0.01%
404
+100
CPSH icon
6402
CPS Technologies
CPSH
$85M
$399 ﹤0.01%
129
+24
MIRA icon
6403
MIRA Pharmaceuticals
MIRA
$41.9M
$395 ﹤0.01%
261
+121
UAVS icon
6404
AgEagle Aerial Systems
UAVS
$53.3M
$391 ﹤0.01%
481
+185
NYC
6405
American Strategic Investment Co
NYC
$21.7M
$390 ﹤0.01%
47
-1
KYIV
6406
Kyivstar Group
KYIV
$2.66B
$389 ﹤0.01%
+30
ANEB
6407
DELISTED
Anebulo Pharmaceuticals
ANEB
$386 ﹤0.01%
382
-509
PPSI icon
6408
Pioneer Power Solutions
PPSI
$26.3M
$383 ﹤0.01%
81
+4
ETHU
6409
2x Ether ETF
ETHU
$981M
$383 ﹤0.01%
7
TLPH icon
6410
Talphera
TLPH
$38.1M
$382 ﹤0.01%
335
+159
AIRE icon
6411
reAlpha
AIRE
$32.2M
$375 ﹤0.01%
898
+429
PLUR icon
6412
Pluri
PLUR
$33.4M
$374 ﹤0.01%
125
+78
SEV
6413
Aptera Motors
SEV
$99.2M
$373 ﹤0.01%
+87
PTHS
6414
Pelthos Therapeutics
PTHS
$75.8M
$372 ﹤0.01%
12
+1
AMST icon
6415
Amesite
AMST
$7.59M
$371 ﹤0.01%
196
HVT.A icon
6416
Haverty Furniture Companies Class A
HVT.A
$384M
$370 ﹤0.01%
16
BLUWU
6417
Blue Water Acquisition Corp III Unit
BLUWU
$214M
$369 ﹤0.01%
35
BLNE
6418
Beeline Holdings
BLNE
$68.7M
$368 ﹤0.01%
214
+74
PED icon
6419
PEDEVCO
PED
$218M
$366 ﹤0.01%
653
+410
RZLVW
6420
Rezolve AI Warrants
RZLVW
$7.35M
$364 ﹤0.01%
400
SUPX
6421
SuperX AI Technology Ltd
SUPX
$306M
$361 ﹤0.01%
+23
RMCO icon
6422
Royalty Management
RMCO
$39.4M
$358 ﹤0.01%
116
-42
NEPH icon
6423
Nephros
NEPH
$31.5M
$356 ﹤0.01%
73
-19
DRTSW icon
6424
Alpha Tau Medical Warrant
DRTSW
$19.2M
$355 ﹤0.01%
1,045
-2,500
SOHO
6425
DELISTED
Sotherly Hotels
SOHO
$355 ﹤0.01%
165
+5