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
RGS icon
6751
Regis Corp
RGS
$67M
$58 ﹤0.01%
2
-107
USIO icon
6752
Usio Inc
USIO
$39.6M
$58 ﹤0.01%
41
-149
XWEL icon
6753
XWELL
XWEL
$4.38M
$58 ﹤0.01%
58
-6
RIME
6754
Algorhythm Holdings
RIME
$3.81M
$58 ﹤0.01%
22
-2
ENSC icon
6755
Ensysce Biosciences
ENSC
$6.27M
$57 ﹤0.01%
24
+5
BNCWW
6756
CEA Industries Inc Warrant
BNCWW
$286K
$56 ﹤0.01%
350
IPW icon
6757
iPower
IPW
$10.7M
$56 ﹤0.01%
4
PAVM icon
6758
PAVmed
PAVM
$10M
$56 ﹤0.01%
131
-28
POLA icon
6759
Polar Power
POLA
$6.25M
$56 ﹤0.01%
17
-72
RDIB
6760
Reading International Class B
RDIB
$56 ﹤0.01%
5
ADGM
6761
Adagio Medical Holdings
ADGM
$17.8M
$56 ﹤0.01%
29
-4
ARTW icon
6762
Arts-Way Manufacturing Co
ARTW
$11.9M
$55 ﹤0.01%
22
BRN icon
6763
Barnwell Industries
BRN
$11.6M
$55 ﹤0.01%
43
-5
LDWY icon
6764
Lendway
LDWY
$6.72M
$55 ﹤0.01%
10
-1
SILO icon
6765
Silo Pharma
SILO
$5.99M
$55 ﹤0.01%
79
+37
SLAI
6766
SOLAI Ltd
SLAI
$26M
$54 ﹤0.01%
20
BTBD icon
6767
BT Brands
BTBD
$9.6M
$53 ﹤0.01%
27
CPIX icon
6768
Cumberland Pharmaceuticals
CPIX
$33.1M
$53 ﹤0.01%
17
-77
FRSX
6769
Foresight Autonomous Holdings
FRSX
$7.43M
$53 ﹤0.01%
25
-1
MITQ icon
6770
Moving iMage Technologies
MITQ
$7.65M
$53 ﹤0.01%
57
-4
SOTK icon
6771
Sono-Tek
SOTK
$58.3M
$53 ﹤0.01%
12
-118
BEAT icon
6772
Heartbeam
BEAT
$20.8M
$52 ﹤0.01%
31
-238
LVLU icon
6773
Lulu's Fashion Lounge
LVLU
$14.9M
$52 ﹤0.01%
11
TELA icon
6774
TELA Bio
TELA
$49.9M
$52 ﹤0.01%
35
-295
ASBP
6775
Aspire Biopharma
ASBP
$11.2M
$52 ﹤0.01%
253
-18