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
WFCF icon
6526
Where Food Comes From
WFCF
$60.4M
$276 ﹤0.01%
25
+2
VEEA
6527
Veea Inc
VEEA
$23.5M
$276 ﹤0.01%
151
+24
LEE icon
6528
Lee Enterprises
LEE
$27.2M
$275 ﹤0.01%
43
+6
CREX icon
6529
Creative Realities
CREX
$31.9M
$273 ﹤0.01%
81
+11
DALN
6530
DELISTED
DallasNews
DALN
$271 ﹤0.01%
63
+23
IRD
6531
Opus Genetics
IRD
$137M
$269 ﹤0.01%
285
+31
VIVK icon
6532
Vivakor
VIVK
$18.9M
$268 ﹤0.01%
335
+132
CMBM icon
6533
Cambium Networks
CMBM
$55.6M
$267 ﹤0.01%
661
-22,575
ALVOW icon
6534
Alvotech Warrant
ALVOW
$257M
$265 ﹤0.01%
199
-1
TYGO icon
6535
Tigo Energy
TYGO
$126M
$264 ﹤0.01%
207
+25
CYN icon
6536
Cyngn
CYN
$26.1M
$259 ﹤0.01%
18
+3
BODI icon
6537
The Beachbody Company
BODI
$63.8M
$259 ﹤0.01%
63
+3
DAIO icon
6538
Data I/O
DAIO
$26.3M
$258 ﹤0.01%
83
+13
FLUX icon
6539
Flux Power
FLUX
$33.1M
$257 ﹤0.01%
170
+66
NTIP icon
6540
Network-1 Technologies
NTIP
$31.3M
$256 ﹤0.01%
210
+94
RYM
6541
RYTHM Inc
RYM
$40.1M
$254 ﹤0.01%
12
+3
IQST
6542
IQSTEL Inc
IQST
$18.4M
$252 ﹤0.01%
+26
CLNN icon
6543
Clene
CLNN
$97.7M
$250 ﹤0.01%
64
+13
PULM icon
6544
Pulmatrix
PULM
$15.8M
$248 ﹤0.01%
36
+5
MGRX icon
6545
Mangoceuticals
MGRX
$15.3M
$247 ﹤0.01%
163
+148
ENGNW icon
6546
enGene Holdings Warrants
ENGNW
$28.6M
$246 ﹤0.01%
300
LTRN icon
6547
Lantern Pharma
LTRN
$42.8M
$243 ﹤0.01%
77
+9
CLOZ icon
6548
Panagram BBB-B CLO ETF
CLOZ
$766M
$241 ﹤0.01%
+9
USEG icon
6549
US Energy Corp
USEG
$34.2M
$241 ﹤0.01%
172
+34
GIFT
6550
Giftify Inc
GIFT
$33.8M
$240 ﹤0.01%
160
+24