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
APUS
6776
Apimeds Pharmaceuticals US
APUS
$27.5M
$52 ﹤0.01%
29
CHR icon
6777
Cheer Holding
CHR
$3.84M
$51 ﹤0.01%
75
MSS icon
6778
Maison Solutions
MSS
$10.2M
$51 ﹤0.01%
45
+17
NCSM icon
6779
NCS Multistage Holdings
NCSM
$95.1M
$51 ﹤0.01%
1
-6
SCKT icon
6780
Socket Mobile
SCKT
$10.6M
$51 ﹤0.01%
50
-7
PFSA
6781
Profusa Inc
PFSA
$6.68M
$51 ﹤0.01%
+171
ARTL icon
6782
Artelo Biosciences
ARTL
$3.35M
$50 ﹤0.01%
11
+6
CYCN icon
6783
Cyclerion Therapeutics
CYCN
$5.79M
$50 ﹤0.01%
22
-2
LRHC icon
6784
La Rosa Holding
LRHC
$2.28M
$50 ﹤0.01%
7
+4
PGYWW
6785
Pagaya Technologies Ltd Warrants
PGYWW
$17.3M
$50 ﹤0.01%
100
RPID icon
6786
Rapid Micro Biosystems
RPID
$183M
$50 ﹤0.01%
15
-162
AUBN icon
6787
Auburn National Bancorp
AUBN
$84.3M
$49 ﹤0.01%
2
-20
DTI icon
6788
Drilling Tools International
DTI
$86.2M
$49 ﹤0.01%
21
-976
LMFA icon
6789
LM Funding America
LMFA
$11.7M
$49 ﹤0.01%
43
+1
SOPA icon
6790
Society Pass
SOPA
$8M
$49 ﹤0.01%
42
+4
FGBI icon
6791
First Guaranty Bancshares
FGBI
$73.7M
$48 ﹤0.01%
6
-55
FSI icon
6792
Flexible Solutions
FSI
$87.1M
$48 ﹤0.01%
5
VSEE
6793
VSee Health
VSEE
$16.9M
$48 ﹤0.01%
78
+23
FIEE
6794
FiEE Inc
FIEE
$15.5M
$48 ﹤0.01%
17
AWX icon
6795
Avalon Holdings
AWX
$10.2M
$47 ﹤0.01%
18
-3
OBLG icon
6796
Oblong
OBLG
$6.32M
$47 ﹤0.01%
18
+8
OGEN icon
6797
Oragenics
OGEN
$3.79M
$47 ﹤0.01%
36
-15,510
SGLY icon
6798
Singularity Future Technology
SGLY
$4.77M
$47 ﹤0.01%
35
-2
VEEE icon
6799
Twin Vee PowerCats
VEEE
$3.98M
$47 ﹤0.01%
17
-1
GIFT
6800
Giftify Inc
GIFT
$33.8M
$47 ﹤0.01%
44
-116