Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.08%
 

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
+23.08%
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 +$3.29B
2 +$1.39B
3 +$1.15B
4
VTV icon
Vanguard Value ETF
VTV
+$1.03B
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$932M

Top Sells

1 +$2.78B
2 +$2.25B
3 +$2.13B
4
NVDA icon
NVIDIA
NVDA
+$1.95B
5
AVGO icon
Broadcom
AVGO
+$1.57B

Sector Composition

1 Technology 16.98%
2 Financials 8.71%
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
RGC icon
6476
Regencell Bioscience
RGC
$13.2B
$232 ﹤0.01%
15
-85
GGRP
6477
Glimpse Group
GGRP
$12.5M
$232 ﹤0.01%
141
-17
ANNA
6478
AleAnna Inc
ANNA
$108M
$231 ﹤0.01%
+55
AGH
6479
Aureus Greenway Holdings
AGH
$60.5M
$231 ﹤0.01%
71
+37
BIVI icon
6480
BioVie
BIVI
$9.43M
$230 ﹤0.01%
121
+50
IPST
6481
IP Strategy Holdings, Inc. Common Stock
IPST
$5.78M
$230 ﹤0.01%
14
+7
BDSX icon
6482
Biodesix
BDSX
$103M
$226 ﹤0.01%
30
-8
GREE icon
6483
Greenidge Generation Holdings
GREE
$21.2M
$226 ﹤0.01%
124
-15
PASG icon
6484
Passage Bio
PASG
$30.2M
$225 ﹤0.01%
28
+3
FNGS icon
6485
MicroSectors FANG+ ETNs due Jan 8 2038
FNGS
$466M
0
MSAI icon
6486
MultiSensor AI
MSAI
$23.5M
$222 ﹤0.01%
344
-23
WGRX
6487
Wellgistics Health
WGRX
$24.4M
$222 ﹤0.01%
+250
WKHS icon
6488
Workhorse Group
WKHS
$30.4M
$221 ﹤0.01%
17
CLLS
6489
Cellectis
CLLS
$425M
$220 ﹤0.01%
77
IMNN icon
6490
Imunon
IMNN
$10.8M
$216 ﹤0.01%
42
+10
IQST
6491
IQSTEL Inc
IQST
$8.91M
$215 ﹤0.01%
34
+8
INHD icon
6492
Inno Holdings
INHD
$9.68M
$214 ﹤0.01%
6
PRPO icon
6493
Precipio
PRPO
$40.3M
$214 ﹤0.01%
12
-1
TCRT icon
6494
Alaunos Therapeutics
TCRT
$7.01M
$214 ﹤0.01%
89
+4
ENGNW icon
6495
enGene Holdings Warrants
ENGNW
$34M
$213 ﹤0.01%
300
JUNS
6496
Jupiter Neurosciences
JUNS
$19.9M
$213 ﹤0.01%
+121
NUAI
6497
New Era Energy & Digital Inc
NUAI
$271M
$213 ﹤0.01%
116
+54
ALLR
6498
Allarity Therapeutics
ALLR
$15.3M
$212 ﹤0.01%
134
-4
IMA
6499
ImageneBio Inc
IMA
$74.5M
$212 ﹤0.01%
26
-20
PLUR icon
6500
Pluri
PLUR
$36.9M
$211 ﹤0.01%
47
-211