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
TCBS icon
6676
Texas Community Bancshares
TCBS
$45.6M
$81 ﹤0.01%
5
-17
AIXC
6677
AIxCrypto Holdings Inc
AIXC
$4.95M
$80 ﹤0.01%
14
+8
MYSE
6678
Myseum Inc
MYSE
$7.29M
$79 ﹤0.01%
35
-3
SEGG
6679
Sports Entertainment Gaming Global Corp
SEGG
$14.8M
$79 ﹤0.01%
18
+4
MBIO icon
6680
Mustang Bio
MBIO
$7.37M
$79 ﹤0.01%
52
+19
AQB icon
6681
AquaBounty Technologies
AQB
$3.43M
$78 ﹤0.01%
35
-4
INAB icon
6682
IN8bio
INAB
$15.1M
$78 ﹤0.01%
36
+12
RVYL icon
6683
Ryvyl
RVYL
$7.61M
$78 ﹤0.01%
7
+6
IPDN icon
6684
Professional Diversity Network
IPDN
$10.2M
$77 ﹤0.01%
21
+1
SRZN icon
6685
Surrozen
SRZN
$231M
$77 ﹤0.01%
6
-46
ZTEK
6686
Zentek
ZTEK
$60.4M
$77 ﹤0.01%
+100
MAYS icon
6687
J.W. Mays
MAYS
$94M
$76 ﹤0.01%
2
-2
ZDGE icon
6688
Zedge
ZDGE
$40.5M
$76 ﹤0.01%
26
-99
EDUC icon
6689
Educational Development Corp
EDUC
$11.9M
$75 ﹤0.01%
57
-4
NEXA icon
6690
Nexa Resources
NEXA
$1.58B
$75 ﹤0.01%
15
+3
HCWC
6691
Healthy Choice Wellness
HCWC
$4.98M
$75 ﹤0.01%
98
+48
MTVA
6692
MetaVia Inc
MTVA
$5.3M
$75 ﹤0.01%
7
+1
MKZR
6693
MacKenzie Realty Capital
MKZR
$7.12M
$74 ﹤0.01%
15
-264
AIM
6694
AIM ImmunoTech
AIM
$3.64M
$74 ﹤0.01%
27
+22
BRTX icon
6695
BioRestorative Therapies
BRTX
$6.29M
$73 ﹤0.01%
50
EVLVW icon
6696
Evolv Technologies Warrant
EVLVW
$1.22M
$73 ﹤0.01%
100
MXC icon
6697
Mexco Energy
MXC
$21.8M
$73 ﹤0.01%
8
-1
PALI icon
6698
Palisade Bio
PALI
$267M
$73 ﹤0.01%
86
+41
ZONE
6699
CleanCore Solutions
ZONE
$2.48M
$73 ﹤0.01%
36
+23
NWTG
6700
Newton Golf Co
NWTG
$7.65M
$73 ﹤0.01%
42
+2