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
MCHX icon
6726
Marchex
MCHX
$68.1M
$63 ﹤0.01%
38
HYFM icon
6727
Hydrofarm Holdings
HYFM
$3.76M
$62 ﹤0.01%
41
-100
MDRR
6728
Medalist Diversified, Inc. Common Stock
MDRR
$16.2M
$62 ﹤0.01%
5
-1
DTI icon
6729
Drilling Tools International
DTI
$119M
$61 ﹤0.01%
25
+4
SEED icon
6730
Origin Agritech
SEED
$15.9M
$61 ﹤0.01%
55
YDES
6731
YD Bio Ltd
YDES
$408M
$61 ﹤0.01%
+5
EFOI icon
6732
Energy Focus
EFOI
$12.4M
$60 ﹤0.01%
26
+1
VEEE icon
6733
Twin Vee PowerCats
VEEE
$5.85M
$60 ﹤0.01%
34
+17
VRME icon
6734
VerifyMe
VRME
$10.8M
$60 ﹤0.01%
100
+2
NSYS icon
6735
Nortech Systems
NSYS
$39.7M
$59 ﹤0.01%
8
RDIB
6736
Reading International Class B
RDIB
$217M
$58 ﹤0.01%
5
CNBS icon
6737
Amplify Seymour Cannabis ETF
CNBS
$75.3M
$57 ﹤0.01%
2
KPRX icon
6738
Kiora Pharmaceuticals
KPRX
$9.76M
$57 ﹤0.01%
29
+4
NCRA icon
6739
Nocera
NCRA
$2.97M
$57 ﹤0.01%
67
+4
XPON icon
6740
Expion360
XPON
$7.48M
$57 ﹤0.01%
83
+54
RGS icon
6741
Regis Corp
RGS
$61.3M
$56 ﹤0.01%
2
TPET icon
6742
Trio Petroleum
TPET
$18.2M
$56 ﹤0.01%
70
+2
STAI
6743
DELISTED
ScanTech AI Systems
STAI
$56 ﹤0.01%
23
+10
CODA icon
6744
Coda Octopus Group
CODA
$138M
$55 ﹤0.01%
6
-3,116
LIQT icon
6745
LiqTech
LIQT
$17.2M
$55 ﹤0.01%
38
+2
RNAZ icon
6746
TransCode Therapeutics
RNAZ
$7.84M
$55 ﹤0.01%
8
HIND
6747
Vyome Holdings
HIND
$16.1M
$55 ﹤0.01%
16
+10
BNAI
6748
Brand Engagement Network
BNAI
$249M
$55 ﹤0.01%
24
FIEE
6749
FiEE Inc
FIEE
$59.1M
$55 ﹤0.01%
17
NKLR
6750
Terra Innovatum Global N.V.
NKLR
$523M
$55 ﹤0.01%
+12