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
ICG
6601
Intchains Group
ICG
$102M
$179 ﹤0.01%
+100
SER icon
6602
Serina Therapeutics
SER
$41.7M
$178 ﹤0.01%
29
+3
OCC icon
6603
Optical Cable Corp
OCC
$70.1M
$177 ﹤0.01%
61
+16
AKTX
6604
Akari Therapeutics
AKTX
$15.9M
$175 ﹤0.01%
150
BDCZ icon
6605
ETRACS MarketVector Business Development Companies Liquid Index ETN due Apr 26 2041
BDCZ
$17.8M
0
AMS icon
6606
American Shared Hospital Services
AMS
$14.2M
$174 ﹤0.01%
72
+38
CODX icon
6607
Co-Diagnostics
CODX
$19.8M
$173 ﹤0.01%
618
+14
SEGG
6608
Lottery.com
SEGG
$6.8M
$171 ﹤0.01%
14
+8
LGVN
6609
Longeveron
LGVN
$12.9M
$170 ﹤0.01%
131
+17
CVKD icon
6610
Cadrenal Therapeutics
CVKD
$20.6M
$169 ﹤0.01%
14
+3
USBC
6611
USBC Inc
USBC
$293M
$169 ﹤0.01%
85
+6
LIDR icon
6612
AEye
LIDR
$111M
$169 ﹤0.01%
164
+60
GENK icon
6613
GEN Restaurant Group
GENK
$13.1M
$168 ﹤0.01%
43
+4
KORE icon
6614
KORE Group Holdings
KORE
$72.6M
$168 ﹤0.01%
70
+9
NAKA
6615
Kindly MD
NAKA
$204M
$166 ﹤0.01%
12
+2
RVPH icon
6616
Reviva Pharmaceuticals
RVPH
$58.3M
$166 ﹤0.01%
436
+84
MOVE icon
6617
Movano
MOVE
$9.78M
$166 ﹤0.01%
25
+21
ZEPP
6618
Zepp Health
ZEPP
$421M
$165 ﹤0.01%
62
PED icon
6619
PEDEVCO
PED
$44.9M
$164 ﹤0.01%
249
+26
SCOR icon
6620
Comscore
SCOR
$34.5M
$164 ﹤0.01%
34
+4
TRT icon
6621
Trio-Tech International
TRT
$36.8M
$163 ﹤0.01%
30
+8
SOHO
6622
Sotherly Hotels
SOHO
$44.5M
$162 ﹤0.01%
171
+30
BURU icon
6623
Nuburu Inc
BURU
$88.7M
$161 ﹤0.01%
461
+319
CVV icon
6624
CVD Equipment Corp
CVV
$22.8M
$161 ﹤0.01%
54
+9
NTRBW icon
6625
Nutriband Inc Warrant
NTRBW
$160 ﹤0.01%
+100