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
LSH
6726
Lakeside Holding Ltd
LSH
$19.9M
$66 ﹤0.01%
51
+38
BNZI icon
6727
Banzai International
BNZI
$16M
$65 ﹤0.01%
22
+12
INBS icon
6728
Intelligent Bio Solutions
INBS
$6.64M
$65 ﹤0.01%
6
ADIL
6729
Adial Pharmaceuticals
ADIL
$2.71M
$64 ﹤0.01%
7
+4
CNVS icon
6730
Cineverse
CNVS
$56.9M
$64 ﹤0.01%
19
-112
LAES icon
6731
SEALSQ Corp
LAES
$701M
$64 ﹤0.01%
17
-1,924
MSGM icon
6732
Motorsport Games
MSGM
$18.3M
$64 ﹤0.01%
23
-10
UUU icon
6733
Universal Safety Products Inc
UUU
$12.5M
$64 ﹤0.01%
16
-5
BENF icon
6734
Beneficient
BENF
$61M
$62 ﹤0.01%
8
-1
BOTJ icon
6735
Bank Of The James
BOTJ
$94.1M
$62 ﹤0.01%
4
-36
NBY icon
6736
NovaBay Pharmaceuticals
NBY
$42.8M
$61 ﹤0.01%
48
-7
VANI icon
6737
Vivani Medical
VANI
$103M
$61 ﹤0.01%
43
-278
ACON icon
6738
Aclarion
ACON
$2.66M
$60 ﹤0.01%
8
CDIO icon
6739
Cardio Diagnostics
CDIO
$6.04M
$60 ﹤0.01%
15
DSX.WS icon
6740
Diana Shipping Inc Warrants exp 2026
DSX.WS
$6M
$60 ﹤0.01%
615
EVOK
6741
DELISTED
Evoke Pharma
EVOK
$60 ﹤0.01%
12
+2
PRSO icon
6742
Peraso
PRSO
$8.06M
$60 ﹤0.01%
48
+3
TBMCR icon
6743
Trailblazer Merger Corporation I Rights
TBMCR
$60 ﹤0.01%
300
AIMD icon
6744
Ainos
AIMD
$11.4M
$59 ﹤0.01%
17
+9
CNBS icon
6745
Amplify Seymour Cannabis ETF
CNBS
$87.8M
$59 ﹤0.01%
2
FEAM icon
6746
5E Advanced Materials
FEAM
$78M
$59 ﹤0.01%
17
-26
IDAI icon
6747
T Stamp
IDAI
$13.5M
$59 ﹤0.01%
18
+2
CJMB
6748
Callan JMB Inc
CJMB
$6.89M
$59 ﹤0.01%
12
ISPC icon
6749
iSpecimen
ISPC
$2.51M
$58 ﹤0.01%
45
+23
RGS icon
6750
Regis Corp
RGS
$57.4M
$58 ﹤0.01%
2
-107