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
GLBZ
6626
DELISTED
Glen Burnie Bancorp
GLBZ
$102 ﹤0.01%
22
TWNP
6627
DELISTED
Twin Hospitality Group
TWNP
$102 ﹤0.01%
25
-2
INTG icon
6628
InterGroup Corp
INTG
$65.2M
$101 ﹤0.01%
5
+3
NCRA icon
6629
Nocera
NCRA
$5.25M
$101 ﹤0.01%
63
-13
RVP icon
6630
Retractable Technologies
RVP
$19.8M
$101 ﹤0.01%
120
-13
WATT icon
6631
Energous
WATT
$25.2M
$101 ﹤0.01%
13
+2
KFFB icon
6632
Kentucky First Federal Bancorp
KFFB
$36.7M
$100 ﹤0.01%
28
-1
ABP
6633
DELISTED
Abpro Holdings
ABP
$100 ﹤0.01%
15
+2
NCPL icon
6634
Netcapital
NCPL
$4.21M
$99 ﹤0.01%
41
+21
AGPU
6635
Axe Compute Inc
AGPU
$7.5M
$99 ﹤0.01%
7
+2
CNTN
6636
Canton Strategic Holdings, Inc. Common Stock
CNTN
$186M
$99 ﹤0.01%
35
+11
TISI icon
6637
Team
TISI
$66.7M
$99 ﹤0.01%
6
-42
FLYE
6638
Fly-E Group
FLYE
$3.57M
$98 ﹤0.01%
7
+6
CRVO icon
6639
CervoMed
CRVO
$44.3M
$97 ﹤0.01%
12
-868
DLPN icon
6640
Dolphin Entertainment
DLPN
$20.6M
$97 ﹤0.01%
76
-9
JTAI icon
6641
Jet.AI
JTAI
$5.13M
$97 ﹤0.01%
29
+7
BURU icon
6642
Nuburu Inc
BURU
$96 ﹤0.01%
648
+187
AIRT icon
6643
Air T
AIRT
$61.1M
$95 ﹤0.01%
4
-6
ISPO
6644
DELISTED
Inspirato
ISPO
$95 ﹤0.01%
32
-27
LIQT icon
6645
LiqTech
LIQT
$17.3M
$95 ﹤0.01%
36
-41
GPUS
6646
Hyperscale Data Inc
GPUS
$70.7M
$95 ﹤0.01%
210
+194
INDP icon
6647
Indaptus Therapeutics
INDP
$4.51M
$94 ﹤0.01%
33
+2
LBTYB icon
6648
Liberty Global Class B
LBTYB
$4.32B
$94 ﹤0.01%
7
SOWG
6649
Sow Good
SOWG
$5.07M
$94 ﹤0.01%
125
+15
BFRG icon
6650
Bullfrog AI
BFRG
$6.22M
$92 ﹤0.01%
66
+15