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
GROV icon
6901
Grove Collaborative
GROV
$56.7M
$28 ﹤0.01%
19
-380
IVP icon
6902
Inspire Veterinary Partners
IVP
$656K
$28 ﹤0.01%
29
+10
SHPH icon
6903
Shuttle Pharmaceuticals
SHPH
$2.13M
$28 ﹤0.01%
8
+5
YIBO icon
6904
Planet Image International
YIBO
$60.4M
$28 ﹤0.01%
21
TDACW
6905
Translational Development Acquisition Corp Warrants
TDACW
$2.89M
$28 ﹤0.01%
95
XHLD
6906
TEN Holdings
XHLD
$6.65M
$28 ﹤0.01%
+79
ANSCW
6907
Agriculture & Natural Solutions Acquisition Corp Warrant
ANSCW
$5.36M
$27 ﹤0.01%
200
-100
PTIX icon
6908
Performance Technologies
PTIX
$4.3M
$27 ﹤0.01%
8
+2
SPRB
6909
Spruce Biosciences
SPRB
$112M
$27 ﹤0.01%
+3
LTRN icon
6910
Lantern Pharma
LTRN
$42.8M
$26 ﹤0.01%
6
-71
TBLAW icon
6911
Taboola.com Ltd Warrant
TBLAW
$1.16M
$26 ﹤0.01%
300
+100
NITO icon
6912
N2OFF
NITO
$7.81M
$26 ﹤0.01%
7
+4
SBLX
6913
StableX Technologies
SBLX
$4.63M
$25 ﹤0.01%
5
+2
IMMX icon
6914
Immix Biopharma
IMMX
$144M
$25 ﹤0.01%
12
-127
TGL icon
6915
Treasure Global
TGL
$9.98M
$25 ﹤0.01%
22
-1
VTAK icon
6916
Catheter Precision
VTAK
$3.45M
$25 ﹤0.01%
10
+4
TOPP
6917
Toppoint Holdings
TOPP
$27.2M
$25 ﹤0.01%
18
-4
ANY icon
6918
Sphere 3D
ANY
$15.7M
$24 ﹤0.01%
33
+1
FGI icon
6919
FGI Industries
FGI
$12.5M
$24 ﹤0.01%
4
NIXX
6920
Nixxy Inc
NIXX
$26.9M
$24 ﹤0.01%
17
-174
PW
6921
Power REIT
PW
$2.82M
$23 ﹤0.01%
23
RELI icon
6922
Reliance Global Group
RELI
$6.41M
$23 ﹤0.01%
25
-2
TIVC icon
6923
Tivic Health Systems
TIVC
$3.09M
$23 ﹤0.01%
8
-1
VTVT icon
6924
vTv Therapeutics
VTVT
$110M
$23 ﹤0.01%
1
-11
BOWNR
6925
DELISTED
Bowen Acquisition Corp Rights
BOWNR
$22 ﹤0.01%
100