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
IPSC icon
6451
Century Therapeutics
IPSC
$47.1M
$298 ﹤0.01%
598
-2,692
SLGL icon
6452
Sol-Gel Technologies
SLGL
$113M
$292 ﹤0.01%
10
EXEEW
6453
Expand Energy Corp Class A Warrants
EXEEW
$289 ﹤0.01%
3
BCAB icon
6454
BioAtla
BCAB
$50M
$287 ﹤0.01%
417
-60
DAIO icon
6455
Data I/O
DAIO
$26.3M
$284 ﹤0.01%
85
+2
WLYB icon
6456
John Wiley & Sons Class B
WLYB
$1.94B
$282 ﹤0.01%
7
-1
FORA icon
6457
Forian
FORA
$67.7M
$277 ﹤0.01%
123
-135
CISO
6458
CISO Global
CISO
$23.1M
$275 ﹤0.01%
262
+68
DARE icon
6459
Dare Bioscience
DARE
$25.9M
$275 ﹤0.01%
131
+32
IZEA icon
6460
IZEA Worldwide
IZEA
$84.9M
$272 ﹤0.01%
73
-115
HWH icon
6461
HWH International
HWH
$10.2M
$269 ﹤0.01%
98
-4
MDAI icon
6462
Spectral AI
MDAI
$48.8M
$269 ﹤0.01%
118
-140
STI icon
6463
Solidion Technology
STI
$77.2M
$269 ﹤0.01%
58
-23,233
MOBX icon
6464
Mobix Labs
MOBX
$29.2M
$262 ﹤0.01%
326
-324
BWEN icon
6465
Broadwind
BWEN
$71.2M
$256 ﹤0.01%
122
-191
BRLT icon
6466
Brilliant Earth
BRLT
$28.2M
$255 ﹤0.01%
123
-16
SCWO icon
6467
374Water
SCWO
$49.1M
$255 ﹤0.01%
889
-10,050
MLSS icon
6468
Milestone Scientific
MLSS
$23.8M
$254 ﹤0.01%
558
+54
XTNT icon
6469
Xtant Medical Holdings
XTNT
$87.5M
$254 ﹤0.01%
393
-151
FTHM icon
6470
Fathom Holdings
FTHM
$40.5M
$252 ﹤0.01%
140
-25
XAIR icon
6471
Beyond Air
XAIR
$10.7M
$252 ﹤0.01%
109
+9
BIRD icon
6472
Allbirds
BIRD
$41.1M
$249 ﹤0.01%
44
-48
ONMD icon
6473
OneMedNet
ONMD
$72.4M
$249 ﹤0.01%
229
+96
NINE icon
6474
Nine Energy Service
NINE
$19.4M
$246 ﹤0.01%
390
+114
ATER icon
6475
Aterian
ATER
$7.04M
$238 ﹤0.01%
227
-6