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
XELB icon
6826
Xcel Brands
XELB
$10.8M
$42 ﹤0.01%
24
+12
SRXH
6827
SRX Health Solutions
SRXH
$37.9M
$41 ﹤0.01%
129
+22
RKDA icon
6828
Arcadia Biosciences
RKDA
$3.22M
$41 ﹤0.01%
12
-1
SNGX icon
6829
Soligenix
SNGX
$11.6M
$41 ﹤0.01%
35
+6
XPON icon
6830
Expion360
XPON
$6.6M
$41 ﹤0.01%
29
-3
EBON icon
6831
Ebang International Holdings
EBON
$15M
$40 ﹤0.01%
9
IHT
6832
InnSuites Hospitality Trust
IHT
$10.1M
$40 ﹤0.01%
22
-1
KSCP icon
6833
Knightscope
KSCP
$46.2M
$40 ﹤0.01%
7
-56
OXBRW icon
6834
Oxbridge Re Holdings Ltd Warrant
OXBRW
$879K
$40 ﹤0.01%
+100
REFR icon
6835
Research Frontiers
REFR
$37M
$40 ﹤0.01%
25
-259
SCLXW icon
6836
Scilex Holding Co Warrant
SCLXW
$2.01M
$40 ﹤0.01%
165
USEG icon
6837
US Energy Corp
USEG
$35.6M
$40 ﹤0.01%
34
-138
AMIX
6838
Autonomix Medical
AMIX
$4.26M
$40 ﹤0.01%
37
+27
BNBX
6839
BNB Plus Corp
BNBX
$4.03M
$39 ﹤0.01%
10
+6
APVO icon
6840
Aptevo Therapeutics
APVO
$6.87M
$39 ﹤0.01%
+2
BBLG
6841
Bone Biologics
BBLG
$2.05M
$39 ﹤0.01%
14
+10
GIPR icon
6842
Generation Income Properties
GIPR
$2.54M
$39 ﹤0.01%
42
-2
BKYI
6843
BIO-key International
BKYI
$5.98M
$38 ﹤0.01%
53
+6
EVTV icon
6844
Envirotech Vehicles
EVTV
$8.55M
$38 ﹤0.01%
25
+8
SOBR icon
6845
SOBR Safe
SOBR
$1.41M
$38 ﹤0.01%
11
+6
XBIO icon
6846
Xenetic Biosciences
XBIO
$5.41M
$38 ﹤0.01%
12
-1
DHAI
6847
DELISTED
DIH Holdings US
DHAI
$38 ﹤0.01%
8
-4
FUFU icon
6848
BitFuFu
FUFU
$413M
$38 ﹤0.01%
10
TE.WS
6849
T1 Energy Inc Warrants
TE.WS
$203M
$38 ﹤0.01%
500
HCWB icon
6850
HCW Biologics
HCWB
$1.86M
$37 ﹤0.01%
10