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
CRIS icon
6551
Curis
CRIS
$14.6M
$236 ﹤0.01%
102
+27
DARE icon
6552
Dare Bioscience
DARE
$25.3M
$236 ﹤0.01%
99
+12
WYY icon
6553
WidePoint Corp
WYY
$65.9M
$236 ﹤0.01%
69
+10
SPXS icon
6554
Direxion Daily S&P 500 Bear 3x Shares
SPXS
$404M
$234 ﹤0.01%
+5
CHEK icon
6555
Check-Cap
CHEK
$9.24M
$231 ﹤0.01%
300
AQMS icon
6556
Aqua Metals
AQMS
$21.2M
$230 ﹤0.01%
47
+36
DRTSW icon
6557
Alpha Tau Medical Warrant
DRTSW
$7.96M
$230 ﹤0.01%
1,045
PPSI icon
6558
Pioneer Power Solutions
PPSI
$40.3M
$228 ﹤0.01%
83
+10
LIVE icon
6559
Live Ventures
LIVE
$28.1M
$226 ﹤0.01%
13
+3
TPST icon
6560
Tempest Therapeutics
TPST
$14.2M
$225 ﹤0.01%
33
+6
XLO icon
6561
Xilio Therapeutics
XLO
$39.6M
$225 ﹤0.01%
331
+41
CISO
6562
CISO Global
CISO
$23.2M
$223 ﹤0.01%
194
+42
HHS icon
6563
Harte-Hanks
HHS
$24.1M
$223 ﹤0.01%
56
+8
IGC icon
6564
IGC Pharma
IGC
$29.5M
$223 ﹤0.01%
727
+123
WKHS icon
6565
Workhorse Group
WKHS
$22.4M
$221 ﹤0.01%
201
+161
AIRT icon
6566
Air T
AIRT
$220 ﹤0.01%
10
+2
CXAI icon
6567
CXApp
CXAI
$13.2M
$220 ﹤0.01%
205
+67
DIT icon
6568
AMCON Distributing
DIT
$220 ﹤0.01%
2
+1
MSAI icon
6569
MultiSensor AI
MSAI
$34.4M
$220 ﹤0.01%
367
+61
ATHR
6570
Aether Holdings
ATHR
$73.8M
$219 ﹤0.01%
+16
RBOT icon
6571
Vicarious Surgical
RBOT
$16.3M
$218 ﹤0.01%
29
+3
EXEEL
6572
Expand Energy Corp Class C Warrants
EXEEL
$1.21B
$216 ﹤0.01%
2
-3
VRAR icon
6573
Glimpse Group
VRAR
$23.6M
$215 ﹤0.01%
158
+20
BDSX icon
6574
Biodesix
BDSX
$61.6M
$212 ﹤0.01%
38
+7
NINE icon
6575
Nine Energy Service
NINE
$18.6M
$212 ﹤0.01%
276
-149,849