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
ATCH icon
6726
AtlasClear
ATCH
$43M
$66 ﹤0.01%
130
-19
LSH
6727
Lakeside Holding Ltd
LSH
$15.9M
$66 ﹤0.01%
51
+38
BNZI icon
6728
Banzai International
BNZI
$9.04M
$65 ﹤0.01%
22
+12
INBS icon
6729
Intelligent Bio Solutions
INBS
$6.34M
$65 ﹤0.01%
64
+1
ADIL
6730
Adial Pharmaceuticals
ADIL
$7.44M
$64 ﹤0.01%
182
+109
CNVS icon
6731
Cineverse
CNVS
$48.1M
$64 ﹤0.01%
19
-112
LAES icon
6732
SEALSQ Corp
LAES
$748M
$64 ﹤0.01%
17
-1,924
MSGM icon
6733
Motorsport Games
MSGM
$14.4M
$64 ﹤0.01%
23
-10
UUU icon
6734
Universal Safety Products Inc
UUU
$9.25M
$64 ﹤0.01%
16
-5
BENF icon
6735
Beneficient
BENF
$64.3M
$62 ﹤0.01%
65
-3
BOTJ icon
6736
Bank Of The James
BOTJ
$77.3M
$62 ﹤0.01%
4
-36
NBY icon
6737
NovaBay Pharmaceuticals
NBY
$129M
$61 ﹤0.01%
48
-7
VANI icon
6738
Vivani Medical
VANI
$99.2M
$61 ﹤0.01%
43
-278
TBMCR icon
6739
Trailblazer Merger Corporation I Rights
TBMCR
$60 ﹤0.01%
300
ACON icon
6740
Aclarion
ACON
$4.16M
$60 ﹤0.01%
8
CDIO icon
6741
Cardio Diagnostics
CDIO
$5.37M
$60 ﹤0.01%
15
DSX.WS icon
6742
Diana Shipping Inc Warrants exp 2026
DSX.WS
$1.59M
$60 ﹤0.01%
615
EVOK icon
6743
Evoke Pharma
EVOK
$18.7M
$60 ﹤0.01%
12
+2
PRSO icon
6744
Peraso
PRSO
$8.2M
$60 ﹤0.01%
48
+3
AIMD icon
6745
Ainos
AIMD
$10.2M
$59 ﹤0.01%
17
+9
CNBS icon
6746
Amplify Seymour Cannabis ETF
CNBS
$76M
$59 ﹤0.01%
2
FEAM icon
6747
5E Advanced Materials
FEAM
$87.8M
$59 ﹤0.01%
17
-26
IDAI icon
6748
T Stamp
IDAI
$20.9M
$59 ﹤0.01%
18
+2
CJMB
6749
Callan JMB Inc
CJMB
$11.3M
$59 ﹤0.01%
12
ISPC icon
6750
iSpecimen
ISPC
$4.72M
$58 ﹤0.01%
45
+23