Bank of America

Bank of America Portfolio holdings

AUM $1.34T
1-Year Est. Return 19.29%
 

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 Quarter Est. Return
1 Year Est. Return
+19.29%
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 +$3.36B
2 +$1.57B
3 +$1.22B
4
VTV icon
Vanguard Value ETF
VTV
+$1.06B
5
CSX icon
CSX Corp
CSX
+$949M

Top Sells

1 +$2.89B
2 +$2.73B
3 +$2.36B
4
NVDA icon
NVIDIA
NVDA
+$2.08B
5
AVGO icon
Broadcom
AVGO
+$1.69B

Sector Composition

1 Technology 16.99%
2 Financials 8.7%
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
NWTG
6701
Newton Golf Co
NWTG
$7.89M
$73 ﹤0.01%
42
+2
KWM
6702
K Wave Media Ltd
KWM
$42M
$73 ﹤0.01%
30
NSYS icon
6703
Nortech Systems
NSYS
$19M
$72 ﹤0.01%
8
-1
PCSA icon
6704
Processa Pharmaceuticals
PCSA
$14.2M
$72 ﹤0.01%
378
+270
SSBI icon
6705
Summit State Bank
SSBI
$73.5M
$71 ﹤0.01%
6
-42
TPET icon
6706
Trio Petroleum
TPET
$6.92M
$71 ﹤0.01%
68
-7
ADN
6707
DELISTED
Advent Technologies
ADN
$70 ﹤0.01%
21
-2
CRWS icon
6708
Crown Crafts
CRWS
$29.3M
$70 ﹤0.01%
24
-86
KPRX icon
6709
Kiora Pharmaceuticals
KPRX
$6.91M
$70 ﹤0.01%
25
+4
AAME icon
6710
Atlantic American Corp
AAME
$51.2M
$69 ﹤0.01%
24
-34
BFRI icon
6711
Biofrontera
BFRI
$9.18M
$69 ﹤0.01%
70
+8
EFOI icon
6712
Energy Focus
EFOI
$13.7M
$69 ﹤0.01%
25
-11
MCHX icon
6713
Marchex
MCHX
$69.8M
$69 ﹤0.01%
38
-317
TAIT icon
6714
Taitron Components
TAIT
$7.17M
$69 ﹤0.01%
28
-1
BNAI
6715
Brand Engagement Network
BNAI
$17.1M
$69 ﹤0.01%
236
+95
MRNOW
6716
Murano Global Investments PLC Warrants
MRNOW
$1.03M
$69 ﹤0.01%
477
FDSB
6717
Fifth District Bancorp
FDSB
$75.8M
$69 ﹤0.01%
5
-44
REBN icon
6718
Reborn Coffee
REBN
$11.7M
$68 ﹤0.01%
28
+1
SEED icon
6719
Origin Agritech
SEED
$11.1M
$67 ﹤0.01%
55
ROLR
6720
High Roller Technologies
ROLR
$15.6M
$67 ﹤0.01%
24
+13
HSCS icon
6721
Heart Test Laboratories
HSCS
$8.2M
$66 ﹤0.01%
19
+9
MIGI icon
6722
Mawson Infrastructure Group
MIGI
$5.88M
$66 ﹤0.01%
157
+37
SGN icon
6723
Signing Day Sports
SGN
$4.74M
$66 ﹤0.01%
36
+2
SNOA icon
6724
Sonoma Pharmaceuticals
SNOA
$5.51M
$66 ﹤0.01%
17
SRTS icon
6725
Sensus Healthcare
SRTS
$67.5M
$66 ﹤0.01%
21
-119