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
ZBAI
6876
ATIF Holdings
ZBAI
$86.1M
$28 ﹤0.01%
5
CNVS icon
6877
Cineverse
CNVS
$50.3M
$27 ﹤0.01%
13
-6
CTNT icon
6878
Cheetah Net Supply Chain Service
CTNT
$53.5M
$27 ﹤0.01%
23
+3
ECOR icon
6879
electroCore
ECOR
$49.1M
$27 ﹤0.01%
6
EVLVW icon
6880
Evolv Technologies Warrant
EVLVW
$1.72M
$27 ﹤0.01%
100
GIPR icon
6881
Generation Income Properties
GIPR
$1.4M
$27 ﹤0.01%
43
+1
XELB icon
6882
Xcel Brands
XELB
$7.9M
$27 ﹤0.01%
25
+1
XWEL icon
6883
XWELL
XWEL
$9.43M
$27 ﹤0.01%
58
HCWC
6884
Healthy Choice Wellness
HCWC
$5.82M
$27 ﹤0.01%
107
+9
TDACW
6885
Translational Development Acquisition Corp Warrants
TDACW
$27 ﹤0.01%
95
LIMN
6886
Liminatus Pharma
LIMN
$8.41M
$27 ﹤0.01%
44
-24
GWAV icon
6887
Greenwave Technology Solutions
GWAV
$2.9M
$26 ﹤0.01%
5
FUFU icon
6888
BitFuFu
FUFU
$335M
$26 ﹤0.01%
10
SDSTW
6889
Stardust Power Inc Warrant
SDSTW
$6.93M
$26 ﹤0.01%
+266
AUUD
6890
Auddia
AUUD
$1.86M
$25 ﹤0.01%
26
+17
GDHG icon
6891
Golden Heaven Group Holdings
GDHG
$38.5M
$25 ﹤0.01%
13
-674
KORE icon
6892
KORE Group Holdings
KORE
$161M
$25 ﹤0.01%
6
POLA icon
6893
Polar Power
POLA
$4.87M
$25 ﹤0.01%
15
-2
SCLXW icon
6894
Scilex Holding Co Warrant
SCLXW
$1.07M
$25 ﹤0.01%
265
+100
WORX icon
6895
SCWorx
WORX
$24.5M
$25 ﹤0.01%
134
+69
VSEE
6896
VSee Health
VSEE
$10.9M
$25 ﹤0.01%
67
-11
KIDZ
6897
Classover Holdings
KIDZ
$3.02M
$25 ﹤0.01%
142
+32
SBLX
6898
StableX Technologies
SBLX
$3.09M
$24 ﹤0.01%
10
+5
GROV icon
6899
Grove Collaborative
GROV
$58M
$24 ﹤0.01%
22
+3
INLX icon
6900
Intellinetics
INLX
$30.9M
$24 ﹤0.01%
3