Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.09%
 

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
+23.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.37T
AUM Growth
+$39.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,643
New
Increased
Reduced
Closed

Top Buys

1 +$3.45B
2 +$3.2B
3 +$2.13B
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.69B
5
DELL icon
Dell
DELL
+$1.19B

Sector Composition

1 Technology 16.35%
2 Financials 8.51%
3 Healthcare 6.02%
4 Industrials 5.7%
5 Consumer Discretionary 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
OPHC icon
6801
OptimumBank Holdings
OPHC
$64.4M
$42 ﹤0.01%
10
-1
TELA icon
6802
TELA Bio
TELA
$26.6M
$42 ﹤0.01%
36
+1
CLRO icon
6803
ClearOne
CLRO
$8.88M
$41 ﹤0.01%
8
ERNA icon
6804
Eterna Therapeutics
ERNA
$6.01M
$41 ﹤0.01%
34
+1
MAYS icon
6805
J.W. Mays
MAYS
$82.4M
$40 ﹤0.01%
1
-1
OSRH
6806
OSR Holdings Inc
OSRH
$16.9M
$40 ﹤0.01%
71
-12
NCSM icon
6807
NCS Multistage Holdings
NCSM
$174M
$39 ﹤0.01%
1
USIO icon
6808
Usio Inc
USIO
$32.7M
$39 ﹤0.01%
29
-12
XBIO icon
6809
Xenetic Biosciences
XBIO
$7.22M
$39 ﹤0.01%
18
+6
SILO icon
6810
Silo Pharma
SILO
$6.77M
$38 ﹤0.01%
114
+35
WYY icon
6811
WidePoint Corp
WYY
$47.3M
$38 ﹤0.01%
7
+1
AIRT icon
6812
Air T
AIRT
$58.6M
$38 ﹤0.01%
2
-2
REVB icon
6813
Revelation Biosciences
REVB
$4.58M
$38 ﹤0.01%
12
+8
IPW icon
6814
iPower
IPW
$1.49M
$37 ﹤0.01%
5
+1
SPAI
6815
Safe Pro Group Inc
SPAI
$76M
$37 ﹤0.01%
+9
ASBP
6816
Aspire Biopharma
ASBP
$6.03M
$37 ﹤0.01%
7
+1
CPIX icon
6817
Cumberland Pharmaceuticals
CPIX
$46.5M
$36 ﹤0.01%
9
-8
AIIO
6818
Robo.ai Inc
AIIO
$15.3M
$36 ﹤0.01%
119
YHC
6819
LQR House Inc
YHC
$20.3M
$36 ﹤0.01%
40
+1
NHICW
6820
NewHold Investment Corp III Warrants
NHICW
$36 ﹤0.01%
100
ALBT icon
6821
Avalon GloboCare
ALBT
$3.95M
$35 ﹤0.01%
29
-99
DOMH icon
6822
Dominari Holdings
DOMH
$65.1M
$35 ﹤0.01%
7
-998
GBR icon
6823
New Concept Energy
GBR
$4.04M
$35 ﹤0.01%
48
-1,221
IPDN icon
6824
Professional Diversity Network
IPDN
$9.53M
$35 ﹤0.01%
31
+10
EZRA
6825
Reliance Global Group
EZRA
$4.06M
$35 ﹤0.01%
69
+44