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
CLDI icon
6801
Calidi Biotherapeutics
CLDI
$5.45M
$46 ﹤0.01%
30
+3
CLRO icon
6802
ClearOne
CLRO
$10.4M
$46 ﹤0.01%
8
-1
FSEA icon
6803
First Seacoast Bancorp
FSEA
$61.5M
$46 ﹤0.01%
4
-37
GCTK icon
6804
GlucoTrack
GCTK
$1.56M
$46 ﹤0.01%
7
-4,082
NSTS icon
6805
NSTS Bancorp
NSTS
$60.2M
$46 ﹤0.01%
4
-42
ZBAI
6806
ATIF Holdings
ZBAI
$68.1M
$46 ﹤0.01%
5
-1
ASTI icon
6807
Ascent Solar Technologies
ASTI
$47.4M
$45 ﹤0.01%
23
+6
DRCT icon
6808
Direct Digital Holdings
DRCT
$2.71M
$45 ﹤0.01%
2
EDBL
6809
Edible Garden
EDBL
$1.56M
$45 ﹤0.01%
3
+2
GRI icon
6810
GRI Bio
GRI
$3.47M
$45 ﹤0.01%
1
LSF icon
6811
Laird Superfood
LSF
$31.5M
$45 ﹤0.01%
8
-73
MAIA icon
6812
MAIA Biotechnology
MAIA
$89.6M
$45 ﹤0.01%
29
-202
OPHC icon
6813
OptimumBank Holdings
OPHC
$60.6M
$45 ﹤0.01%
11
-82
VSTD
6814
Vestand Inc
VSTD
$3.43M
$45 ﹤0.01%
28
-4
SUNE
6815
SUNation Energy
SUNE
$5.08M
$45 ﹤0.01%
32
-148
SXTP icon
6816
60 Degrees Pharmaceuticals
SXTP
$3.94M
$44 ﹤0.01%
8
+5
OSRH
6817
OSR Holdings Inc
OSRH
$11.2M
$44 ﹤0.01%
83
+15
CXAIW icon
6818
CXApp Inc Warrant
CXAIW
$853K
$43 ﹤0.01%
625
GNLN icon
6819
Greenlane Holdings
GNLN
$5.26M
$43 ﹤0.01%
11
-1
JZXN icon
6820
Jiuzi Holdings
JZXN
$1.74M
$43 ﹤0.01%
3
KTTA icon
6821
Pasithea Therapeutics
KTTA
$20M
$43 ﹤0.01%
58
-4
SBEV icon
6822
Splash Beverage Group
SBEV
$1.35M
$43 ﹤0.01%
18
+5
TRNR icon
6823
Interactive Strength
TRNR
$12.1M
$43 ﹤0.01%
13
+5
CHCI icon
6824
Comstock Holding Companies
CHCI
$117M
$42 ﹤0.01%
3
-30
TRIB
6825
Trinity Biotech
TRIB
$14M
$42 ﹤0.01%
40
-40