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
EXEEZ
6651
DELISTED
Expand Energy Corp Class B Warrants
EXEEZ
$92 ﹤0.01%
1
TTNP
6652
DELISTED
Titan Pharmaceuticals
TTNP
$91 ﹤0.01%
19
+1
SKYQ
6653
Sky Quarry Inc
SKYQ
$8.75M
$91 ﹤0.01%
+147
ABLV icon
6654
Able View Global
ABLV
$39M
$90 ﹤0.01%
100
CETY icon
6655
Clean Energy Technologies
CETY
$7.84M
$90 ﹤0.01%
21
+10
MTEX icon
6656
Mannatech
MTEX
$13.3M
$90 ﹤0.01%
9
-2
VNCE icon
6657
Vince Holding Corp
VNCE
$38.7M
$90 ﹤0.01%
27
-9
YCBD icon
6658
cbdMD
YCBD
$9.8M
$90 ﹤0.01%
75
+8
BATL icon
6659
Battalion Oil
BATL
$67.1M
$89 ﹤0.01%
73
+32
GXAI
6660
Gaxos.ai
GXAI
$10.4M
$89 ﹤0.01%
56
-1
SOAR icon
6661
Volato Group
SOAR
$2.95M
$89 ﹤0.01%
50
+23
SCNX
6662
Scienture Holdings
SCNX
$15.6M
$89 ﹤0.01%
104
+28
ONCHW
6663
1RT Acquisition Corp Warrant
ONCHW
$2.34M
$89 ﹤0.01%
+100
ALZN icon
6664
Alzamend Neuro
ALZN
$7.95M
$88 ﹤0.01%
37
+18
LFWD icon
6665
ReWalk Robotics
LFWD
$7.64M
$88 ﹤0.01%
124
-742
TNON icon
6666
Tenon Medical
TNON
$9.36M
$87 ﹤0.01%
74
+2
VRME icon
6667
VerifyMe
VRME
$12.7M
$87 ﹤0.01%
98
-3
WHWK
6668
Whitehawk Therapeutics
WHWK
$147M
$87 ﹤0.01%
46
-365
ZSTK
6669
ZeroStack Corp
ZSTK
$21.3M
$86 ﹤0.01%
5
-1
RNAZ icon
6670
TransCode Therapeutics
RNAZ
$9.08M
$86 ﹤0.01%
8
SINT icon
6671
SiNtx Technologies
SINT
$11.4M
$86 ﹤0.01%
21
-3
SNYR
6672
Synergy CHC Corp
SNYR
$14.6M
$85 ﹤0.01%
35
+25
ALUR icon
6673
Allurion Technologies
ALUR
$16.7M
$82 ﹤0.01%
40
-1
MDRR
6674
Medalist Diversified REIT
MDRR
$13M
$81 ﹤0.01%
6
SNAL icon
6675
Snail Inc
SNAL
$25.5M
$81 ﹤0.01%
74
+53