Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.08%
 

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
+23.08%
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 +$3.29B
2 +$1.39B
3 +$1.15B
4
VTV icon
Vanguard Value ETF
VTV
+$1.03B
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$932M

Top Sells

1 +$2.78B
2 +$2.25B
3 +$2.13B
4
NVDA icon
NVIDIA
NVDA
+$1.95B
5
AVGO icon
Broadcom
AVGO
+$1.57B

Sector Composition

1 Technology 16.98%
2 Financials 8.71%
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
CLRB icon
6551
Cellectar Biosciences
CLRB
$14.8M
$152 ﹤0.01%
27
+25
JMSI icon
6552
JPMorgan Sustainable Municipal Income ETF
JMSI
$363M
$151 ﹤0.01%
+3
IMUX icon
6553
Immunic
IMUX
$108M
$150 ﹤0.01%
170
-870
INTS icon
6554
Intensity Therapeutics
INTS
$18.2M
$150 ﹤0.01%
620
+232
SONDW
6555
DELISTED
Sonder Holdings Inc Warrants
SONDW
$150 ﹤0.01%
14,994
-210
CXAI icon
6556
CXApp
CXAI
$7.12M
$149 ﹤0.01%
202
-3
SABS icon
6557
SAB Biotherapeutics
SABS
$182M
$149 ﹤0.01%
74
+1
RJET
6558
Republic Airways Holdings
RJET
$983M
$148 ﹤0.01%
8
-81
NXGL icon
6559
NexGel
NXGL
$9.53M
$147 ﹤0.01%
60
+4
SWAG icon
6560
Stran & Co
SWAG
$33.3M
$146 ﹤0.01%
88
+1
BGSF icon
6561
BGSF Inc
BGSF
$67M
$142 ﹤0.01%
20
-4,498
DLHC icon
6562
DLH Holdings
DLHC
$80.6M
$141 ﹤0.01%
25
-198
MBRX icon
6563
Moleculin Biotech
MBRX
$7.7M
$141 ﹤0.01%
11
+5
PED icon
6564
PEDEVCO
PED
$59.7M
$141 ﹤0.01%
243
-6
MOVE icon
6565
Movano
MOVE
$12.4M
$140 ﹤0.01%
24
-1
AYTU icon
6566
AYTU BioPharma
AYTU
$24.1M
$139 ﹤0.01%
74
+11
LPCN icon
6567
Lipocine
LPCN
$52.3M
$139 ﹤0.01%
49
-2,538
VIVK
6568
DELISTED
Vivakor
VIVK
$137 ﹤0.01%
326
-9
ICU icon
6569
SeaStar Medical
ICU
$8.93M
$136 ﹤0.01%
24
+14
VMAR icon
6570
Vision Marine Technologies
VMAR
$2.62M
$136 ﹤0.01%
+3
HSDT icon
6571
Solana Company
HSDT
$80.5M
$134 ﹤0.01%
+9
NXTC icon
6572
NextCure
NXTC
$45.3M
$134 ﹤0.01%
23
ASRV icon
6573
AmeriServ Financial
ASRV
$63.1M
$133 ﹤0.01%
46
-133
PRE icon
6574
Prenetics Global
PRE
$268M
$133 ﹤0.01%
10
-101
BSLKW
6575
DELISTED
Bolt Projects Holdings Warrant
BSLKW
$133 ﹤0.01%
3,333