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
BAFN icon
6851
BayFirst Financial Corp
BAFN
$28M
$31 ﹤0.01%
4
+1
CELU icon
6852
Celularity
CELU
$39.2M
$31 ﹤0.01%
28
-36,999
GNPX icon
6853
Genprex
GNPX
$11.8M
$31 ﹤0.01%
18
+4
LMFA icon
6854
LM Funding America
LMFA
$4.2M
$30 ﹤0.01%
68
+25
TELO icon
6855
Telomir Pharmaceuticals
TELO
$43.3M
$30 ﹤0.01%
23
BKYI
6856
BIO-key International
BKYI
$6.08M
$29 ﹤0.01%
54
+1
CXAIW icon
6857
CXApp Inc Warrant
CXAIW
$613K
$29 ﹤0.01%
625
IHT
6858
InnSuites Hospitality Trust
IHT
$10.3M
$29 ﹤0.01%
22
OGEN icon
6859
Oragenics
OGEN
$2.69M
$29 ﹤0.01%
37
+1
SDOT icon
6860
Sadot Group
SDOT
$3.05M
$29 ﹤0.01%
24
-12
YHGJ icon
6861
Yunhong Green CTI Ltd
YHGJ
$7.84M
$29 ﹤0.01%
8
SOWG
6862
Sow Good
SOWG
$5.09M
$29 ﹤0.01%
84
-41
QNTM
6863
Quantum Biopharma Class B Subordinate Voting Shares
QNTM
$19.1M
$29 ﹤0.01%
4
-96
PFSA
6864
Profusa Inc
PFSA
$1.43M
$29 ﹤0.01%
4
+2
BLRX
6865
BioLineRX
BLRX
$9.92M
$28 ﹤0.01%
10
+8
DSS icon
6866
DSS Inc
DSS
$8.79M
$28 ﹤0.01%
30
+4
EBON icon
6867
Ebang International Holdings
EBON
$11.9M
$28 ﹤0.01%
9
JAGX icon
6868
Jaguar Health
JAGX
$4.71M
$28 ﹤0.01%
30
+16
MSS icon
6869
Maison Solutions
MSS
$4.24M
$28 ﹤0.01%
86
+41
NCPL icon
6870
Netcapital
NCPL
$2.88M
$28 ﹤0.01%
43
+2
PBHC icon
6871
Pathfinder Bancorp
PBHC
$84.5M
$28 ﹤0.01%
2
AMIX
6872
Autonomix Medical
AMIX
$4.56M
$28 ﹤0.01%
50
+13
UCFIW
6873
CN Healthy Food Tech Group Warrant
UCFIW
$28 ﹤0.01%
310
-3
SMXT icon
6874
Solarmax Technology
SMXT
$28M
$28 ﹤0.01%
34
+25
DTCX
6875
Datacentrex Inc
DTCX
$85.1M
$28 ﹤0.01%
10
+7