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
BSLKW
6576
Bolt Projects Holdings Warrant
BSLKW
$239K
$133 ﹤0.01%
3,333
KIDZ
6577
Classover Holdings
KIDZ
$11.1M
$133 ﹤0.01%
110
+11
OXBR icon
6578
Oxbridge Re Holdings
OXBR
$11M
$131 ﹤0.01%
73
-5
EONR
6579
EON Resources
EONR
$21.4M
$131 ﹤0.01%
269
+107
ENLV icon
6580
Enlivex Therapeutics
ENLV
$21.9M
$130 ﹤0.01%
125
-2,919
CPBI icon
6581
Central Plains Bancshares
CPBI
$67.5M
$129 ﹤0.01%
8
-27
BMRA icon
6582
Biomerica
BMRA
$6.84M
$128 ﹤0.01%
45
-2
SOHO
6583
Sotherly Hotels
SOHO
$44.3M
$128 ﹤0.01%
160
-11
EDSA icon
6584
Edesa Biotech
EDSA
$12.6M
$126 ﹤0.01%
51
-3
HCTI icon
6585
Healthcare Triangle
HCTI
$17.1M
$126 ﹤0.01%
48
+46
NTRP icon
6586
NextTrip
NTRP
$30.8M
$126 ﹤0.01%
38
+26
AWRE icon
6587
Aware
AWRE
$46.8M
$125 ﹤0.01%
52
-136
GTIM icon
6588
Good Times Restaurants
GTIM
$13.3M
$124 ﹤0.01%
76
-7
NXL icon
6589
Nexalin Technology
NXL
$20.1M
$124 ﹤0.01%
135
-9
LOCL icon
6590
Local Bounti
LOCL
$53.9M
$123 ﹤0.01%
41
-25
DWTX
6591
Dogwood Therapeutics
DWTX
$15M
$123 ﹤0.01%
16
-1
GENK icon
6592
GEN Restaurant Group
GENK
$13.1M
$121 ﹤0.01%
44
+1
GNPX icon
6593
Genprex
GNPX
$6.58M
$121 ﹤0.01%
14
IBIO icon
6594
iBio
IBIO
$27M
$120 ﹤0.01%
145
-12
MNTSW icon
6595
Momentus Inc Warrant
MNTSW
$258
$120 ﹤0.01%
+5,000
SONM icon
6596
Sonim Technologies
SONM
$5.4M
$120 ﹤0.01%
11
-364
BKHAR
6597
Black Hawk Acquisition Corp Rights
BKHAR
$120 ﹤0.01%
100
BLBX icon
6598
BlackBoxStocks
BLBX
$26.4M
$119 ﹤0.01%
20
-1
IINN icon
6599
Inspira Technologies Oxy
IINN
$31.4M
$117 ﹤0.01%
92
LYRA icon
6600
Lyra Therapeutics
LYRA
$6.21M
$117 ﹤0.01%
18
-28,524