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
KIDZ
6576
Classover Holdings
KIDZ
$2.94M
$133 ﹤0.01%
110
+11
OXBR icon
6577
Oxbridge Re Holdings
OXBR
$8.67M
$131 ﹤0.01%
73
-5
EONR
6578
EON Resources
EONR
$19.2M
$131 ﹤0.01%
269
+107
ENLV icon
6579
Enlivex Ltd. Ordinary Shares
ENLV
$273M
$130 ﹤0.01%
125
-2,919
CPBI icon
6580
Central Plains Bancshares
CPBI
$74.5M
$129 ﹤0.01%
8
-27
BMRA icon
6581
Biomerica
BMRA
$6.34M
$128 ﹤0.01%
45
-2
SOHO
6582
DELISTED
Sotherly Hotels
SOHO
$128 ﹤0.01%
160
-11
EDSA icon
6583
Edesa Biotech
EDSA
$12.6M
$126 ﹤0.01%
51
-3
HCTI icon
6584
Healthcare Triangle
HCTI
$4.44M
$126 ﹤0.01%
+1
NTRP icon
6585
NextTrip
NTRP
$38.4M
$126 ﹤0.01%
38
+26
AWRE icon
6586
Aware
AWRE
$35.3M
$125 ﹤0.01%
52
-136
GTIM icon
6587
Good Times Restaurants
GTIM
$12.7M
$124 ﹤0.01%
76
-7
NXL icon
6588
Nexalin Technology
NXL
$10.5M
$124 ﹤0.01%
135
-9
LOCL icon
6589
Local Bounti
LOCL
$34.5M
$123 ﹤0.01%
41
-25
DWTX
6590
Dogwood Therapeutics
DWTX
$89.8M
$123 ﹤0.01%
16
-1
GENK icon
6591
GEN Restaurant Group
GENK
$9.52M
$121 ﹤0.01%
44
+1
GNPX icon
6592
Genprex
GNPX
$5.04M
$121 ﹤0.01%
14
IBIO icon
6593
iBio
IBIO
$85.3M
$120 ﹤0.01%
145
-12
MNTSW icon
6594
Momentus Inc Warrant
MNTSW
$152
$120 ﹤0.01%
+5,000
SONM icon
6595
DNA X, Inc. Common Stock
SONM
$8.23M
$120 ﹤0.01%
11
-364
BKHAR
6596
Black Hawk Acquisition Corp Rights
BKHAR
$120 ﹤0.01%
100
BLBX icon
6597
BlackBoxStocks
BLBX
$78.1M
$119 ﹤0.01%
20
-1
IINN icon
6598
Inspira Technologies Oxy
IINN
$24.1M
$117 ﹤0.01%
92
LYRA icon
6599
Lyra Therapeutics
LYRA
$2.58M
$117 ﹤0.01%
18
-28,524
VS icon
6600
Versus Systems
VS
$4.26M
$117 ﹤0.01%
55
+15