Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.09%
 

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
+23.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.37T
AUM Growth
+$39.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,643
New
Increased
Reduced
Closed

Top Buys

1 +$3.45B
2 +$3.2B
3 +$2.13B
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.69B
5
DELL icon
Dell
DELL
+$1.19B

Sector Composition

1 Technology 16.35%
2 Financials 8.51%
3 Healthcare 6.02%
4 Industrials 5.7%
5 Consumer Discretionary 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SQFTW icon
6651
Presidio Property Trust Inc Series A Warrants
SQFTW
$324K
$88 ﹤0.01%
2,949
-100
LSH
6652
Lakeside Holding Ltd
LSH
$27.2M
$88 ﹤0.01%
99
+48
ARKX icon
6653
ARK Space & Defense Innovation ETF
ARKX
$769M
$87 ﹤0.01%
3
-22,404
INAB icon
6654
IN8bio
INAB
$13.7M
$87 ﹤0.01%
37
+1
INBS icon
6655
Intelligent Bio Solutions
INBS
$4.92M
$86 ﹤0.01%
9
+3
SGRP icon
6656
SPAR Group
SGRP
$12.8M
$86 ﹤0.01%
109
+5
CODX
6657
Co-Diagnostics
CODX
$4.94M
$85 ﹤0.01%
17
+6
TISI icon
6658
Team
TISI
$73.8M
$85 ﹤0.01%
6
IMMX icon
6659
Immix Biopharma
IMMX
$491M
$84 ﹤0.01%
16
+4
LBTYB icon
6660
Liberty Global Class B
LBTYB
$4.66B
$84 ﹤0.01%
7
BAK icon
6661
Braskem
BAK
$1.51B
$83 ﹤0.01%
28
-115
CRWS icon
6662
Crown Crafts
CRWS
$27.9M
$83 ﹤0.01%
30
+6
IINN icon
6663
Inspira Technologies Oxy
IINN
$18.5M
$83 ﹤0.01%
92
CHMI
6664
Cherry Hill Mortgage Investment Corp
CHMI
$98.5M
$82 ﹤0.01%
32
-6,719
DSX icon
6665
Diana Shipping
DSX
$299M
$82 ﹤0.01%
49
+48
CHAI
6666
Core AI Holdings Inc
CHAI
$21.1M
$82 ﹤0.01%
50
AIRJW
6667
AirJoule Technologies Warrant
AIRJW
$38M
$82 ﹤0.01%
+97
KTTA icon
6668
Pasithea Therapeutics
KTTA
$17.5M
$81 ﹤0.01%
63
+5
NXL icon
6669
Nexalin Technology
NXL
$8.27M
$81 ﹤0.01%
145
+10
SAIHW
6670
SAIHEAT Ltd Warrant
SAIHW
$72.9K
$81 ﹤0.01%
2,539
ASPSZ
6671
Altisource Portfolio Solutions SA Cash Exercise Stakeholder Warrants
ASPSZ
$8.1M
$81 ﹤0.01%
246
-23
BATL icon
6672
Battalion Oil
BATL
$60M
$80 ﹤0.01%
71
-2
HSCS icon
6673
Heart Test Laboratories
HSCS
$6.62M
$80 ﹤0.01%
26
+7
FLYE
6674
Fly-E Group
FLYE
$3.36M
$80 ﹤0.01%
12
+5
ICU icon
6675
SeaStar Medical
ICU
$14.8M
$79 ﹤0.01%
33
+9