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
JVA icon
6501
Coffee Holding Co
JVA
$18.4M
$210 ﹤0.01%
46
-22
MBBC
6502
Marathon Bancorp
MBBC
$39.6M
$209 ﹤0.01%
20
+6
OLOX
6503
Olenox Industries
OLOX
$5.48M
$208 ﹤0.01%
29
+28
XLO icon
6504
Xilio Therapeutics
XLO
$40.3M
$207 ﹤0.01%
246
-85
NRXS icon
6505
Neuraxis
NRXS
$54M
$206 ﹤0.01%
67
+36
CYCU
6506
Cycurion Inc
CYCU
$7.66M
$202 ﹤0.01%
17
+4
NEUP
6507
Neuphoria Therapeutics
NEUP
$23.8M
$201 ﹤0.01%
17
+16
SDOT icon
6508
Sadot Group
SDOT
$3.52M
$200 ﹤0.01%
36
+4
RVPH icon
6509
Reviva Pharmaceuticals
RVPH
$26.1M
$198 ﹤0.01%
538
+102
AFBI icon
6510
Affinity Bancshares
AFBI
$121M
$197 ﹤0.01%
10
-44
UXIN
6511
Uxin Ltd
UXIN
$730M
$197 ﹤0.01%
57
-158
FONR icon
6512
Fonar
FONR
$117M
$196 ﹤0.01%
13
-54
COSM icon
6513
Cosmos Holdings
COSM
$13.8M
$196 ﹤0.01%
177
-28
BITS icon
6514
Global X Blockchain & Bitcoin Strategy ETF
BITS
$26.1M
$194 ﹤0.01%
2
HBIO icon
6515
Harvard Bioscience
HBIO
$26.3M
$193 ﹤0.01%
442
-6,107
SNES icon
6516
SenesTech
SNES
$11.2M
$193 ﹤0.01%
44
+28
AXR icon
6517
AMREP Corp
AXR
$143M
$192 ﹤0.01%
8
-26
HOTH icon
6518
Hoth Therapeutics
HOTH
$16M
$191 ﹤0.01%
118
-5
LND
6519
BrasilAgro
LND
$413M
$190 ﹤0.01%
49
+16
MIRA icon
6520
MIRA Pharmaceuticals
MIRA
$52.3M
$190 ﹤0.01%
140
+21
TRAW icon
6521
Traws Pharma
TRAW
$12.9M
$189 ﹤0.01%
102
+8
CLST icon
6522
Catalyst Bancorp
CLST
$67M
$184 ﹤0.01%
14
-39
TAOX
6523
Tao Synergies Inc
TAOX
$33.8M
$184 ﹤0.01%
28
+16
FTCI icon
6524
FTC Solar
FTCI
$121M
$183 ﹤0.01%
26
-181
AMS icon
6525
American Shared Hospital Services
AMS
$14.3M
$182 ﹤0.01%
65
-7