Bank of America

Bank of America Portfolio holdings

AUM $1.34T
1-Year Est. Return 19.29%
 

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
+19.29%
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 +$3.36B
2 +$1.57B
3 +$1.22B
4
VTV icon
Vanguard Value ETF
VTV
+$1.06B
5
CSX icon
CSX Corp
CSX
+$949M

Top Sells

1 +$2.89B
2 +$2.73B
3 +$2.36B
4
NVDA icon
NVIDIA
NVDA
+$2.08B
5
AVGO icon
Broadcom
AVGO
+$1.69B

Sector Composition

1 Technology 16.99%
2 Financials 8.7%
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
NDRA icon
6876
ENDRA Life Sciences
NDRA
$6.21M
$32 ﹤0.01%
6
TOVX icon
6877
Theriva Biologics
TOVX
$8.06M
$32 ﹤0.01%
81
+7
VERO icon
6878
Venus Concept
VERO
$3.55M
$32 ﹤0.01%
14
+4
TELO icon
6879
Telomir Pharmaceuticals
TELO
$45M
$32 ﹤0.01%
23
-7,420
UCFIW
6880
CN Healthy Food Tech Group Warrant
UCFIW
$32 ﹤0.01%
313
+239
YHC
6881
LQR House Inc
YHC
$11.2M
$32 ﹤0.01%
39
+29
PBHC icon
6882
Pathfinder Bancorp
PBHC
$85.4M
$31 ﹤0.01%
2
-21
HIND
6883
Vyome Holdings
HIND
$29.4M
$31 ﹤0.01%
6
+4
GCTS.WS
6884
GCT Semiconductor Holding Warrants
GCTS.WS
$3.02M
$31 ﹤0.01%
166
ADTX
6885
Aditxt
ADTX
$1.32M
0
BAFN icon
6886
BayFirst Financial Corp
BAFN
$32.9M
$31 ﹤0.01%
3
-31
BEATW icon
6887
Heartbeam Inc Warrant
BEATW
$195K
$31 ﹤0.01%
100
CWD icon
6888
CaliberCos
CWD
$13.5M
$31 ﹤0.01%
7
-346
LITM icon
6889
Snow Lake Resources
LITM
$48.1M
$31 ﹤0.01%
7
MSOX icon
6890
AdvisorShares MSOS 2X Daily ETF
MSOX
$28M
$31 ﹤0.01%
4
ECOR icon
6891
electroCore
ECOR
$39.4M
$30 ﹤0.01%
6
-101
WYY icon
6892
WidePoint Corp
WYY
$65.9M
$30 ﹤0.01%
6
-63
DGLY icon
6893
Digital Ally
DGLY
$3.15M
$29 ﹤0.01%
15
+14
JFBRW icon
6894
Jeffs' Brands Warrant
JFBRW
$35.3K
$29 ﹤0.01%
1,000
AIFF
6895
Firefly Neuroscience
AIFF
$21.8M
$29 ﹤0.01%
10
-5,138
LIMNW
6896
Liminatus Pharma Warrants
LIMNW
$29 ﹤0.01%
200
-100
YOUL
6897
Youlife Group Inc
YOUL
$120M
$29 ﹤0.01%
+17
ATMCR icon
6898
AlphaTime Acquisition Corp Right
ATMCR
$28 ﹤0.01%
100
AZTR icon
6899
Azitra
AZTR
$3.16M
$28 ﹤0.01%
40
+17
CVU icon
6900
CPI Aerostructures
CVU
$36M
$28 ﹤0.01%
11
-93