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
CPSH icon
6501
CPS Technologies
CPSH
$59.3M
$310 ﹤0.01%
112
+15
ELLO icon
6502
Ellomay Capital Ltd
ELLO
$274M
$310 ﹤0.01%
18
+9
AACG
6503
ATA Creativity
AACG
$38.4M
$308 ﹤0.01%
400
COHN icon
6504
Cohen & Co
COHN
$30.3M
$308 ﹤0.01%
31
+24
SOND
6505
DELISTED
Sonder
SOND
$308 ﹤0.01%
114
-75
ZKH icon
6506
ZKH Group
ZKH
$495M
$307 ﹤0.01%
100
-473
MTLS
6507
Materialise
MTLS
$359M
$305 ﹤0.01%
54
-104
UNCY icon
6508
Unicycive Therapeutics
UNCY
$123M
$305 ﹤0.01%
64
+21
SOFR
6509
Amplify Samsung SOFR ETF
SOFR
$349M
$301 ﹤0.01%
+3
INLX icon
6510
Intellinetics
INLX
$300 ﹤0.01%
24
+3
NTWK icon
6511
NetSol Technologies
NTWK
$35.5M
$298 ﹤0.01%
96
+18
ABVC icon
6512
ABVC BioPharma
ABVC
$62.5M
$296 ﹤0.01%
133
+48
JVA icon
6513
Coffee Holding Co
JVA
$20.8M
$295 ﹤0.01%
68
+26
NUKK icon
6514
Nukkleus
NUKK
$105M
$295 ﹤0.01%
27
+4
KITT icon
6515
Nauticus Robotics
KITT
$12.1M
$292 ﹤0.01%
36
+31
NMTC icon
6516
NeuroOne Medical Technologies
NMTC
$34.2M
$292 ﹤0.01%
431
+141
USIO icon
6517
Usio Inc
USIO
$38.8M
$291 ﹤0.01%
190
+46
KIDZ
6518
Classover Holdings
KIDZ
$11.2M
$291 ﹤0.01%
+99
IMMX icon
6519
Immix Biopharma
IMMX
$144M
$288 ﹤0.01%
139
+19
XBP icon
6520
XBP Global Holdings
XBP
$78.5M
$288 ﹤0.01%
309
+237
JIG icon
6521
JPMorgan International Growth ETF
JIG
$275M
$286 ﹤0.01%
+4
POCI icon
6522
Precision Optics
POCI
$34.6M
$284 ﹤0.01%
58
+15
SUNE
6523
SUNation Energy
SUNE
$4.5M
$284 ﹤0.01%
+180
HYPD
6524
Hyperion DeFi Inc
HYPD
$32.8M
$281 ﹤0.01%
27
-93
FBYD icon
6525
Falcon's Beyond
FBYD
$533M
$277 ﹤0.01%
47
-4,498