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
CHR icon
6776
Cheer Holding
CHR
$6.42M
$51 ﹤0.01%
2
MSS icon
6777
Maison Solutions
MSS
$6.85M
$51 ﹤0.01%
45
+17
NCSM icon
6778
NCS Multistage Holdings
NCSM
$95.6M
$51 ﹤0.01%
1
-6
SCKT icon
6779
Socket Mobile
SCKT
$7.86M
$51 ﹤0.01%
50
-7
PFSA
6780
Profusa Inc
PFSA
$1.48M
$51 ﹤0.01%
+2
ARTL icon
6781
Artelo Biosciences
ARTL
$3M
$50 ﹤0.01%
11
+6
CYCN icon
6782
Cyclerion Therapeutics
CYCN
$5.02M
$50 ﹤0.01%
22
-2
LRHC icon
6783
La Rosa Holding
LRHC
$583K
$50 ﹤0.01%
+1
PGYWW
6784
Pagaya Technologies Ltd Warrants
PGYWW
$5.99M
$50 ﹤0.01%
100
RPID icon
6785
Rapid Micro Biosystems
RPID
$183M
$50 ﹤0.01%
15
-162
AUBN icon
6786
Auburn National Bancorp
AUBN
$86.5M
$49 ﹤0.01%
2
-20
DTI icon
6787
Drilling Tools International
DTI
$134M
$49 ﹤0.01%
21
-976
LMFA icon
6788
LM Funding America
LMFA
$4.83M
$49 ﹤0.01%
43
+1
SOPA icon
6789
Society Pass
SOPA
$9.13M
$49 ﹤0.01%
42
+4
FGBI icon
6790
First Guaranty Bancshares
FGBI
$144M
$48 ﹤0.01%
6
-55
FSI icon
6791
Flexible Solutions
FSI
$67.1M
$48 ﹤0.01%
5
VSEE
6792
VSee Health
VSEE
$13.5M
$48 ﹤0.01%
78
+23
FIEE
6793
FiEE Inc
FIEE
$43.3M
$48 ﹤0.01%
17
AWX icon
6794
Avalon Holdings
AWX
$10.2M
$47 ﹤0.01%
18
-3
TWAV
6795
TaoWeave Inc
TWAV
$2.53M
$47 ﹤0.01%
18
+8
OGEN icon
6796
Oragenics
OGEN
$2.94M
$47 ﹤0.01%
36
-15,510
SGLY icon
6797
Singularity Future Technology
SGLY
$2.82M
$47 ﹤0.01%
35
-2
VEEE icon
6798
Twin Vee PowerCats
VEEE
$1.05M
$47 ﹤0.01%
17
-1
YGMZ
6799
DELISTED
MingZhu Logistics Holdings
YGMZ
$47 ﹤0.01%
+4
GIFT
6800
Giftify Inc
GIFT
$31M
$47 ﹤0.01%
44
-116