Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.13T
AUM Growth
+$44.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,547
New
Increased
Reduced
Closed

Top Buys

1 +$4.24B
2 +$3.79B
3 +$1.9B
4
MSFT icon
Microsoft
MSFT
+$1.9B
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.73B

Top Sells

1 +$2.56B
2 +$1.46B
3 +$1.26B
4
MBB icon
iShares MBS ETF
MBB
+$1.26B
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.1B

Sector Composition

1 Technology 14.44%
2 Financials 8.8%
3 Healthcare 6.75%
4 Consumer Discretionary 5.95%
5 Industrials 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
XAGE
6826
DELISTED
Longevity Health Holdings, Inc. Common Stock
XAGE
$24 ﹤0.01%
6
+1
NXU
6827
DELISTED
Nxu, Inc. Class A Common Stock
NXU
$24 ﹤0.01%
9
+2
BIAF icon
6828
bioAffinity Technologies
BIAF
$13.2M
$23 ﹤0.01%
88
+4
DRMA icon
6829
Dermata Therapeutics
DRMA
$2.71M
$23 ﹤0.01%
2
JFBRW icon
6830
Jeffs' Brands Warrant
JFBRW
$56.4K
$23 ﹤0.01%
+1,000
KAVL icon
6831
Kaival Brands Innovations Group
KAVL
$6.96M
$23 ﹤0.01%
42
+1
SGBX icon
6832
Safe & Green Holdings
SGBX
$1.52M
$23 ﹤0.01%
48
+36
TRIB
6833
Trinity Biotech
TRIB
$3.69M
$23 ﹤0.01%
40
-200
VTAK icon
6834
Catheter Precision
VTAK
$3.85M
$23 ﹤0.01%
4
+1
XXII
6835
22nd Century Group
XXII
$5.6M
$23 ﹤0.01%
1
-123
VSEEW
6836
VSee Health Warrant
VSEEW
$258K
$23 ﹤0.01%
400
ALCYW icon
6837
Alchemy Investments Acquisition Corp 1 Warrants
ALCYW
$22 ﹤0.01%
200
SRXH
6838
SRX Health Solutions
SRXH
$7.93M
$22 ﹤0.01%
18
CETX icon
6839
Cemtrex
CETX
$3.84M
$22 ﹤0.01%
15
+9
FOXO
6840
DELISTED
FOXO TECHNOLOGIES INC A
FOXO
$22 ﹤0.01%
9
+5
FTHI icon
6841
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$1.59B
$22 ﹤0.01%
1
MSN icon
6842
Emerson Radio
MSN
$9.89M
$22 ﹤0.01%
50
+2
PET
6843
DELISTED
Wag!
PET
$22 ﹤0.01%
144
+5
PRSO icon
6844
Peraso
PRSO
$13.9M
$22 ﹤0.01%
33
+5
SXTP icon
6845
60 Degrees Pharmaceuticals
SXTP
$6.12M
$22 ﹤0.01%
12
+9
THAR icon
6846
Tharimmune
THAR
$19.5M
$22 ﹤0.01%
16
+4
EMPD
6847
Empery Digital
EMPD
$277M
$22 ﹤0.01%
3
+2
XPON icon
6848
Expion360
XPON
$12.7M
$22 ﹤0.01%
23
-82
AGH
6849
Aureus Greenway Holdings
AGH
$86.3M
$22 ﹤0.01%
+32
CLRCR
6850
DELISTED
ClimateRock Right
CLRCR
$22 ﹤0.01%
100
-100