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
IOR
6701
Income Opportunity Realty Investors
IOR
$74.2M
$71 ﹤0.01%
4
-819
ELWT
6702
Elauwit Connection Inc
ELWT
$40.6M
$71 ﹤0.01%
+14
SSBI icon
6703
Summit State Bank
SSBI
$92.7M
$70 ﹤0.01%
6
NEUP
6704
Neuphoria Therapeutics
NEUP
$25.8M
$70 ﹤0.01%
18
+1
ALUR
6705
DELISTED
Allurion Technologies
ALUR
$69 ﹤0.01%
56
+16
MKZR
6706
MacKenzie Realty Capital
MKZR
$6.41M
$69 ﹤0.01%
17
+2
ABLV icon
6707
Able View Global
ABLV
$29.9M
$68 ﹤0.01%
100
BFRG icon
6708
Bullfrog AI
BFRG
$16.3M
$68 ﹤0.01%
77
+11
MGX icon
6709
Metagenomi Therapeutics
MGX
$51.9M
$68 ﹤0.01%
42
-18,724
PRSO icon
6710
Peraso
PRSO
$12.6M
$67 ﹤0.01%
77
+29
SNAL icon
6711
Snail Inc
SNAL
$15M
$67 ﹤0.01%
75
+1
VS icon
6712
Versus Systems
VS
$5.39M
$67 ﹤0.01%
55
MTVA
6713
MetaVia Inc
MTVA
$7.18M
$67 ﹤0.01%
8
+1
AMZE
6714
Amaze Holdings
AMZE
$6.77M
$67 ﹤0.01%
174
+125
OTH
6715
Off The Hook YS Inc
OTH
$78.8M
$67 ﹤0.01%
+32
APVO icon
6716
Aptevo Therapeutics
APVO
$5.25M
$66 ﹤0.01%
7
+5
ENSC icon
6717
Ensysce Biosciences
ENSC
$4.31M
$66 ﹤0.01%
72
+48
ZDGE icon
6718
Zedge
ZDGE
$39.5M
$66 ﹤0.01%
20
-6
APUS
6719
Apimeds Pharmaceuticals US
APUS
$23.6M
$66 ﹤0.01%
40
+11
GNLN icon
6720
Greenlane Holdings
GNLN
$1.85M
$65 ﹤0.01%
41
+30
GXAI
6721
Gaxos.ai
GXAI
$12.4M
$65 ﹤0.01%
61
+5
SNOA icon
6722
Sonoma Pharmaceuticals
SNOA
$3.95M
$65 ﹤0.01%
18
+1
ANSCW
6723
Agriculture & Natural Solutions Acquisition Corp Warrant
ANSCW
$3.28M
$64 ﹤0.01%
200
ABP
6724
DELISTED
Abpro Holdings
ABP
$64 ﹤0.01%
15
MYSE
6725
Myseum Inc
MYSE
$5.75M
$63 ﹤0.01%
37
+2