Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.09%
 

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
+23.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.37T
AUM Growth
+$39.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,643
New
Increased
Reduced
Closed

Top Buys

1 +$3.45B
2 +$3.2B
3 +$2.13B
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.69B
5
DELL icon
Dell
DELL
+$1.19B

Sector Composition

1 Technology 16.35%
2 Financials 8.51%
3 Healthcare 6.02%
4 Industrials 5.7%
5 Consumer Discretionary 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WKHS icon
6551
Workhorse Group
WKHS
$25.5M
$159 ﹤0.01%
31
+14
CVV icon
6552
CVD Equipment Corp
CVV
$27.1M
$158 ﹤0.01%
51
+1
MLSS icon
6553
Milestone Scientific
MLSS
$22.1M
$157 ﹤0.01%
575
+17
NOTE
6554
DELISTED
FiscalNote
NOTE
$156 ﹤0.01%
106
+11
ATER icon
6555
Aterian
ATER
$7.3M
$155 ﹤0.01%
224
-3
SSKN
6556
DELISTED
Strata Skin Sciences
SSKN
$155 ﹤0.01%
123
-70
FUSE
6557
Fusemachines Inc
FUSE
$53M
$152 ﹤0.01%
+92
ALLR
6558
Allarity Therapeutics
ALLR
$20.1M
$151 ﹤0.01%
140
+6
TAOX
6559
Tao Synergies Inc
TAOX
$32.1M
$151 ﹤0.01%
41
+13
SWAG icon
6560
Stran & Co
SWAG
$31.4M
$149 ﹤0.01%
90
+2
SCNX
6561
Scienture Holdings
SCNX
$13.5M
$146 ﹤0.01%
287
+183
BIVI icon
6562
BioVie
BIVI
$10.2M
$145 ﹤0.01%
125
+4
IDAI icon
6563
T Stamp
IDAI
$12.4M
$145 ﹤0.01%
37
+19
JUNS
6564
Jupiter Neurosciences
JUNS
$14.5M
$145 ﹤0.01%
142
+21
FORA icon
6565
Forian
FORA
$66.9M
$144 ﹤0.01%
68
-55
IRIX icon
6566
IRIDEX
IRIX
$17.3M
$144 ﹤0.01%
127
-495
AFBI icon
6567
Affinity Bancshares
AFBI
$136M
$143 ﹤0.01%
7
-3
HOTH icon
6568
Hoth Therapeutics
HOTH
$9.86M
$143 ﹤0.01%
144
+26
CLST icon
6569
Catalyst Bancorp
CLST
$64.7M
$142 ﹤0.01%
9
-5
CWD icon
6570
CaliberCos
CWD
$7.34M
$142 ﹤0.01%
115
+108
INTG icon
6571
InterGroup Corp
INTG
$73.7M
$142 ﹤0.01%
5
SKLZ icon
6572
Skillz
SKLZ
$38.4M
$142 ﹤0.01%
33
-15
NTRP icon
6573
NextTrip
NTRP
$40.2M
$138 ﹤0.01%
43
+5
BEAT icon
6574
Heartbeam
BEAT
$47.3M
$136 ﹤0.01%
57
+26
CYCN icon
6575
Cyclerion Therapeutics
CYCN
$12.6M
$136 ﹤0.01%
107
+85