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
AKTX
6551
Akari Therapeutics
AKTX
$15.9M
$152 ﹤0.01%
150
CLRB icon
6552
Cellectar Biosciences
CLRB
$14.6M
$152 ﹤0.01%
27
+25
JMSI icon
6553
JPMorgan Sustainable Municipal Income ETF
JMSI
$332M
$151 ﹤0.01%
+3
IMUX icon
6554
Immunic
IMUX
$84.3M
$150 ﹤0.01%
170
-870
INTS icon
6555
Intensity Therapeutics
INTS
$23.8M
$150 ﹤0.01%
620
+232
SONDW
6556
DELISTED
Sonder Holdings Inc Warrants
SONDW
$150 ﹤0.01%
14,994
-210
CXAI icon
6557
CXApp
CXAI
$13.2M
$149 ﹤0.01%
202
-3
SABS icon
6558
SAB Biotherapeutics
SABS
$192M
$149 ﹤0.01%
74
+1
RJET
6559
Republic Airways Holdings Inc. Common Stock
RJET
$1.07B
$148 ﹤0.01%
114
-1,216
NXGL icon
6560
NexGel
NXGL
$14.8M
$147 ﹤0.01%
60
+4
SWAG icon
6561
Stran & Co
SWAG
$36.8M
$146 ﹤0.01%
88
+1
BGSF icon
6562
BGSF Inc
BGSF
$50.4M
$142 ﹤0.01%
20
-4,498
DLHC icon
6563
DLH Holdings
DLHC
$91.8M
$141 ﹤0.01%
25
-198
MBRX icon
6564
Moleculin Biotech
MBRX
$14.3M
$141 ﹤0.01%
266
+120
PED icon
6565
PEDEVCO
PED
$45.8M
$141 ﹤0.01%
243
-6
MOVE icon
6566
Movano
MOVE
$8.88M
$140 ﹤0.01%
24
-1
AYTU icon
6567
AYTU BioPharma
AYTU
$21.4M
$139 ﹤0.01%
74
+11
LPCN icon
6568
Lipocine
LPCN
$18.2M
$139 ﹤0.01%
49
-2,538
VIVK icon
6569
Vivakor
VIVK
$19.9M
$137 ﹤0.01%
326
-9
ICU icon
6570
SeaStar Medical
ICU
$11M
$136 ﹤0.01%
238
+139
VMAR icon
6571
Vision Marine Technologies
VMAR
$3.98M
$136 ﹤0.01%
+100
HSDT icon
6572
Solana Company
HSDT
$166M
$134 ﹤0.01%
+9
NXTC icon
6573
NextCure
NXTC
$46.2M
$134 ﹤0.01%
23
ASRV icon
6574
AmeriServ Financial
ASRV
$51.1M
$133 ﹤0.01%
46
-133
PRE icon
6575
Prenetics Global
PRE
$240M
$133 ﹤0.01%
10
-101