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
AMS icon
6526
American Shared Hospital Services
AMS
$13.8M
$182 ﹤0.01%
65
-7
EVGN icon
6527
Evogene
EVGN
$9.89M
$182 ﹤0.01%
159
-2,312
XCUR icon
6528
Exicure
XCUR
$24.6M
$180 ﹤0.01%
44
-23
ETHW
6529
Bitwise Ethereum ETF
ETHW
$348M
$179 ﹤0.01%
+6
DFLI icon
6530
Dragonfly Energy
DFLI
$102M
$174 ﹤0.01%
292
+263
MGYR icon
6531
Magyar Bancorp
MGYR
$108M
$173 ﹤0.01%
10
-51
CREX icon
6532
Creative Realities
CREX
$30.2M
$172 ﹤0.01%
75
-6
TRT icon
6533
Trio-Tech International
TRT
$37M
$172 ﹤0.01%
29
-1
NAII icon
6534
Natural Alternatives International
NAII
$22M
$171 ﹤0.01%
60
-1
CENN icon
6535
Cenntro
CENN
$14.6M
$170 ﹤0.01%
291
+88
ICG
6536
Intchains Group
ICG
$101M
$170 ﹤0.01%
100
ARBE icon
6537
Arbe Robotics
ARBE
$155M
$168 ﹤0.01%
102
-7,167
CVV icon
6538
CVD Equipment Corp
CVV
$23M
$168 ﹤0.01%
50
-4
SOND
6539
DELISTED
Sonder
SOND
$167 ﹤0.01%
131
+17
BOLT icon
6540
Bolt Biotherapeutics
BOLT
$9.5M
$165 ﹤0.01%
31
-251
DTST icon
6541
Data Storage Corp
DTST
$33M
$164 ﹤0.01%
38
-1
LEXX icon
6542
Lexaria Bioscience
LEXX
$24.9M
$164 ﹤0.01%
173
+5
MDIA icon
6543
Mediaco Holding
MDIA
$77.3M
$164 ﹤0.01%
129
+56
BDCZ icon
6544
ETRACS MarketVector Business Development Companies Liquid Index ETN due Apr 26 2041
BDCZ
$17.9M
0
PULM icon
6545
Pulmatrix
PULM
$16.4M
$161 ﹤0.01%
33
-3
TLPH icon
6546
Talphera
TLPH
$61.1M
$157 ﹤0.01%
176
-17
ASPSZ
6547
Altisource Portfolio Solutions SA Cash Exercise Stakeholder Warrants
ASPSZ
$14.5M
$156 ﹤0.01%
+269
USBC
6548
USBC Inc
USBC
$318M
$154 ﹤0.01%
115
+30
MGLD icon
6549
Marygold Companies
MGLD
$43.9M
$154 ﹤0.01%
144
+62
BOF icon
6550
BranchOut Food
BOF
$41.3M
$153 ﹤0.01%
75
+13