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
ACFN
6426
Acorn Energy
ACFN
$34.9M
$343 ﹤0.01%
+12
NTRBW icon
6427
Nutriband Inc Warrant
NTRBW
$340 ﹤0.01%
200
+100
SPRU icon
6428
Spruce Power Holding Corp
SPRU
$90.8M
$340 ﹤0.01%
139
-145
CNCK
6429
Coincheck Group
CNCK
$428M
$338 ﹤0.01%
+73
GOVX icon
6430
GeoVax Labs
GOVX
$11.9M
$335 ﹤0.01%
708
+72
RMCO icon
6431
Royalty Management
RMCO
$34.5M
$335 ﹤0.01%
158
-49,340
HVT.A icon
6432
Haverty Furniture Companies Class A
HVT.A
$333 ﹤0.01%
16
-1
PPSI icon
6433
Pioneer Power Solutions
PPSI
$40.8M
$333 ﹤0.01%
77
-6
EXOZ
6434
eXoZymes Inc
EXOZ
$128M
$332 ﹤0.01%
23
-13
NAMM
6435
Namib Minerals
NAMM
$81.1M
$329 ﹤0.01%
100
COHN icon
6436
Cohen & Co
COHN
$30.3M
$325 ﹤0.01%
29
-2
GROW icon
6437
US Global Investors
GROW
$31.8M
$313 ﹤0.01%
114
-8
AIIO
6438
Robo.ai Inc
AIIO
$260M
$312 ﹤0.01%
119
LXEH
6439
Lixiang Education Holding
LXEH
$6.88M
$311 ﹤0.01%
100
VRCA icon
6440
Verrica Pharmaceuticals
VRCA
$63.7M
$310 ﹤0.01%
72
-342
NTIP icon
6441
Network-1 Technologies
NTIP
$32.2M
$308 ﹤0.01%
205
-5
PTHS
6442
Pelthos Therapeutics
PTHS
$87.3M
$308 ﹤0.01%
11
+9
LOOP icon
6443
Loop Industries
LOOP
$52.8M
$307 ﹤0.01%
207
-28
ALBT icon
6444
Avalon GloboCare
ALBT
$6.34M
$305 ﹤0.01%
128
+15
ACXP icon
6445
Acurx Pharmaceuticals
ACXP
$7.82M
$304 ﹤0.01%
71
+3
FLDDW
6446
Fold Holdings Warrant
FLDDW
$2.7M
$301 ﹤0.01%
601
ANVS icon
6447
Annovis Bio
ANVS
$130M
$300 ﹤0.01%
145
-10
STRR
6448
Star Equity Holdings
STRR
$34.9M
$300 ﹤0.01%
27
+3
KITT icon
6449
Nauticus Robotics
KITT
$12.1M
$300 ﹤0.01%
104
+68
FOXX
6450
Foxx Development Holdings
FOXX
$30.5M
$300 ﹤0.01%
66
-18