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
LIVE icon
6851
Live Ventures
LIVE
$49.1M
$37 ﹤0.01%
2
-11
NVVE icon
6852
Nuvve Holding Corp
NVVE
$1.61M
$37 ﹤0.01%
4
+3
ORIS
6853
Oriental Rise Holdings
ORIS
$41.6M
$37 ﹤0.01%
+10
PRHI
6854
Presurance Holdings
PRHI
$8.76M
$36 ﹤0.01%
30
-3
CNSP icon
6855
CNS Pharmaceuticals
CNSP
$1.84M
$36 ﹤0.01%
4
CTNT icon
6856
Cheetah Net Supply Chain Service
CTNT
$4.82M
$36 ﹤0.01%
20
-2
ERNA icon
6857
Eterna Therapeutics
ERNA
$8.73M
$36 ﹤0.01%
33
+12
YHGJ icon
6858
Yunhong Green CTI Ltd
YHGJ
$7.38M
$36 ﹤0.01%
8
-5
LZMH
6859
LZ Technology Holdings
LZMH
$169M
$36 ﹤0.01%
11
-779
NHICW
6860
NewHold Investment Corp III Warrants
NHICW
$4.65M
$36 ﹤0.01%
+100
DSS icon
6861
DSS Inc
DSS
$8.9M
$35 ﹤0.01%
26
-19
ULY icon
6862
Urgent.ly
ULY
$4.32M
$35 ﹤0.01%
11
GWAV icon
6863
Greenwave Technology Solutions
GWAV
$2.95M
$34 ﹤0.01%
5
+1
INLX icon
6864
Intellinetics
INLX
$34.5M
$34 ﹤0.01%
3
-21
FEED
6865
ENvue Medical Inc
FEED
$2.87M
$34 ﹤0.01%
6
+5
ONCO icon
6866
Onconetix
ONCO
$1.08M
$34 ﹤0.01%
11
+10
ONFO icon
6867
Onfolio Holdings
ONFO
$3.04M
$34 ﹤0.01%
30
-1
SURG icon
6868
SurgePays
SURG
$18.3M
$34 ﹤0.01%
12
-125
JAGX icon
6869
Jaguar Health
JAGX
$3.05M
$33 ﹤0.01%
14
+10
LOAN
6870
Manhattan Bridge Capital
LOAN
$50.7M
$33 ﹤0.01%
6
-77
ASNS icon
6871
Actelis Networks
ASNS
$1.6M
$32 ﹤0.01%
9
+2
AUID icon
6872
authID Inc
AUID
$21.6M
$32 ﹤0.01%
10
-101
BRID icon
6873
Bridgford Foods
BRID
$67.4M
$32 ﹤0.01%
4
-260
NCL icon
6874
Northann Corp
NCL
$4.09M
$32 ﹤0.01%
31
-29
NDRA icon
6875
ENDRA Life Sciences
NDRA
$4.5M
$32 ﹤0.01%
6