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
TOVX icon
6876
Theriva Biologics
TOVX
$6.99M
$32 ﹤0.01%
81
+7
VERO
6877
DELISTED
Venus Concept
VERO
$32 ﹤0.01%
14
+4
TELO icon
6878
Telomir Pharmaceuticals
TELO
$41.6M
$32 ﹤0.01%
23
-7,420
UCFIW
6879
CN Healthy Food Tech Group Warrant
UCFIW
$32 ﹤0.01%
313
+239
YHC
6880
LQR House Inc
YHC
$18.4M
$32 ﹤0.01%
39
+29
ADTX
6881
Aditxt
ADTX
$922K
0
BAFN icon
6882
BayFirst Financial Corp
BAFN
$27.2M
$31 ﹤0.01%
3
-31
BEATW icon
6883
Heartbeam Inc Warrant
BEATW
$362K
$31 ﹤0.01%
100
CWD icon
6884
CaliberCos
CWD
$8.36M
$31 ﹤0.01%
7
-346
LITM icon
6885
Snow Lake Resources
LITM
$54.6M
$31 ﹤0.01%
7
MSOX icon
6886
AdvisorShares MSOS 2X Daily ETF
MSOX
$40M
$31 ﹤0.01%
4
PBHC icon
6887
Pathfinder Bancorp
PBHC
$82.7M
$31 ﹤0.01%
2
-21
HIND
6888
Vyome Holdings
HIND
$17.7M
$31 ﹤0.01%
6
+4
GCTS.WS
6889
GCT Semiconductor Holding Warrants
GCTS.WS
$9.17M
$31 ﹤0.01%
166
ECOR icon
6890
electroCore
ECOR
$57.4M
$30 ﹤0.01%
6
-101
WYY icon
6891
WidePoint Corp
WYY
$39.2M
$30 ﹤0.01%
6
-63
KUST
6892
Kustom Entertainment Inc
KUST
$969K
$29 ﹤0.01%
+5
JFBRW icon
6893
Jeffs' Brands Warrant
JFBRW
$30.8K
$29 ﹤0.01%
1,000
AIFF
6894
Firefly Neuroscience
AIFF
$9.34M
$29 ﹤0.01%
10
-5,138
LIMNW
6895
Liminatus Pharma Warrants
LIMNW
$561K
$29 ﹤0.01%
200
-100
YOUL
6896
Youlife Group Inc
YOUL
$88.2M
$29 ﹤0.01%
+17
ATMCR
6897
DELISTED
AlphaTime Acquisition Corp Right
ATMCR
$28 ﹤0.01%
100
AZTR icon
6898
Azitra
AZTR
$1.89M
$28 ﹤0.01%
40
+17
CVU icon
6899
CPI Aerostructures
CVU
$54.3M
$28 ﹤0.01%
11
-93
GROV icon
6900
Grove Collaborative
GROV
$56.7M
$28 ﹤0.01%
19
-380