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
VS icon
6601
Versus Systems
VS
$7.16M
$117 ﹤0.01%
55
+15
YYAI icon
6602
AiRWA Inc
YYAI
$20.5M
$116 ﹤0.01%
1
-1
AMZE
6603
Amaze Holdings
AMZE
$2.95M
$116 ﹤0.01%
49
+45
RNTX
6604
Rein Therapeutics
RNTX
$40.5M
$115 ﹤0.01%
100
-162
TXMD icon
6605
TherapeuticsMD
TXMD
$19.1M
$114 ﹤0.01%
106
-414
BTCO icon
6606
Invesco Galaxy Bitcoin ETF
BTCO
$730M
$114 ﹤0.01%
1
SMSI icon
6607
Smith Micro Software
SMSI
$15.4M
$113 ﹤0.01%
156
-20
SQFTW icon
6608
Presidio Property Trust Inc Series A Warrants
SQFTW
$528K
$113 ﹤0.01%
3,049
+100
LIMN
6609
Liminatus Pharma
LIMN
$26.4M
$113 ﹤0.01%
68
+2
IPM
6610
Intelligent Protection Management Corp
IPM
$23.8M
$112 ﹤0.01%
56
-2
BLIN icon
6611
Bridgeline Digital
BLIN
$11.8M
$111 ﹤0.01%
84
-12
TLF icon
6612
Tandy Leather Factory
TLF
$21.7M
$111 ﹤0.01%
37
IBO
6613
Impact BioMedical
IBO
$45M
$111 ﹤0.01%
168
+88
STAI
6614
ScanTech AI Systems
STAI
$28M
$111 ﹤0.01%
268
+141
VIVS
6615
VivoSim Labs
VIVS
$5.71M
$111 ﹤0.01%
38
+5
CODX icon
6616
Co-Diagnostics
CODX
$22.7M
$110 ﹤0.01%
321
-297
NXPL icon
6617
NextPlat
NXPL
$16.4M
$110 ﹤0.01%
132
-18
MNTS icon
6618
Momentus
MNTS
$16.3M
$109 ﹤0.01%
83
+26
QRHC icon
6619
Quest Resource Holding
QRHC
$39.2M
$109 ﹤0.01%
70
-4,328
RLYB icon
6620
Rallybio
RLYB
$27.2M
$107 ﹤0.01%
216
-8,557
SGRP icon
6621
SPAR Group
SGRP
$21.1M
$107 ﹤0.01%
104
-37
SYBX icon
6622
Synlogic
SYBX
$19.3M
$107 ﹤0.01%
64
-5
NEUE
6623
DELISTED
NeueHealth
NEUE
$107 ﹤0.01%
16
-37
NERV icon
6624
Minerva Neurosciences
NERV
$26.4M
$106 ﹤0.01%
50
-3
LGVN
6625
Longeveron
LGVN
$13.8M
$104 ﹤0.01%
138
+7