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
SSBI icon
6401
Summit State Bank
SSBI
$73.7M
$521 ﹤0.01%
48
+7
ECX icon
6402
ECARX Holdings
ECX
$616M
$519 ﹤0.01%
253
-4,647
LITS
6403
Lite Strategy Inc
LITS
$67.7M
$516 ﹤0.01%
209
+8
SRFM icon
6404
Surf Air Mobility
SRFM
$127M
$516 ﹤0.01%
140
+45
LSF icon
6405
Laird Superfood
LSF
$28.2M
$510 ﹤0.01%
81
-88
FORA icon
6406
Forian
FORA
$68M
$506 ﹤0.01%
258
+126
ARAI
6407
Arrive AI Inc
ARAI
$136M
$503 ﹤0.01%
+43
FGBI icon
6408
First Guaranty Bancshares
FGBI
$75.8M
$501 ﹤0.01%
61
+9
ZDGE icon
6409
Zedge
ZDGE
$30.7M
$501 ﹤0.01%
125
+29
NEPH icon
6410
Nephros
NEPH
$60.5M
$499 ﹤0.01%
122
+43
MOBX icon
6411
Mobix Labs
MOBX
$27.8M
$497 ﹤0.01%
650
+19
AGAE icon
6412
Allied Gaming & Entertainment
AGAE
$14.7M
$492 ﹤0.01%
190
+16
BAER icon
6413
Bridger Aerospace
BAER
$102M
$490 ﹤0.01%
254
-4,879
SOTK icon
6414
Sono-Tek
SOTK
$61.6M
$488 ﹤0.01%
130
+18
IZEA icon
6415
IZEA Worldwide
IZEA
$86.3M
$480 ﹤0.01%
188
+79
BAFN icon
6416
BayFirst Financial Corp
BAFN
$32.9M
$476 ﹤0.01%
34
+4
XCUR icon
6417
Exicure
XCUR
$24.3M
$472 ﹤0.01%
67
+51
RNXT icon
6418
RenovoRx
RNXT
$31.7M
$471 ﹤0.01%
358
+54
HERZ
6419
Herzfeld Credit Income Fund
HERZ
$41.1M
$470 ﹤0.01%
+186
FSEA icon
6420
First Seacoast Bancorp
FSEA
$56.1M
$467 ﹤0.01%
41
+7
KALA icon
6421
KALA BIO
KALA
$4.48M
$466 ﹤0.01%
98
+49
REFR icon
6422
Research Frontiers
REFR
$64.9M
$466 ﹤0.01%
284
+41
SRZN icon
6423
Surrozen
SRZN
$137M
$465 ﹤0.01%
52
+36
FOXX
6424
Foxx Development Holdings
FOXX
$33.5M
$461 ﹤0.01%
84
+72
GECC icon
6425
Great Elm Capital Corp
GECC
$107M
$459 ﹤0.01%
+43