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
IVP
6901
DELISTED
Inspire Veterinary Partners
IVP
$28 ﹤0.01%
29
+10
SHPH icon
6902
Shuttle Pharmaceuticals
SHPH
$3.42M
$28 ﹤0.01%
8
+5
YIBO icon
6903
Planet Image International
YIBO
$71.7M
$28 ﹤0.01%
21
TDACW
6904
Translational Development Acquisition Corp Warrants
TDACW
$1.99M
$28 ﹤0.01%
95
XHLD
6905
TEN Holdings
XHLD
$4.57M
$28 ﹤0.01%
+5
ANSCW
6906
Agriculture & Natural Solutions Acquisition Corp Warrant
ANSCW
$4.83M
$27 ﹤0.01%
200
-100
PTIX
6907
DELISTED
Performance Technologies
PTIX
$27 ﹤0.01%
8
+2
SPRB
6908
Spruce Biosciences
SPRB
$62.3M
$27 ﹤0.01%
+3
LTRN icon
6909
Lantern Pharma
LTRN
$28.7M
$26 ﹤0.01%
6
-71
TBLAW icon
6910
Taboola.com Ltd Warrant
TBLAW
$191K
$26 ﹤0.01%
300
+100
NITO icon
6911
N2OFF
NITO
$2.39M
$26 ﹤0.01%
7
+4
SBLX
6912
StableX Technologies
SBLX
$3.45M
$25 ﹤0.01%
5
+2
IMMX icon
6913
Immix Biopharma
IMMX
$450M
$25 ﹤0.01%
12
-127
TGL icon
6914
Treasure Global
TGL
$7.07M
$25 ﹤0.01%
1
VTAK icon
6915
Catheter Precision
VTAK
$2.8M
$25 ﹤0.01%
10
+4
TOPP
6916
Toppoint Holdings
TOPP
$14.5M
$25 ﹤0.01%
18
-4
ANY icon
6917
Sphere 3D
ANY
$4.41M
$24 ﹤0.01%
3
FGI icon
6918
FGI Industries
FGI
$11M
$24 ﹤0.01%
4
NIXX
6919
Nixxy Inc
NIXX
$13.3M
$24 ﹤0.01%
17
-174
PW
6920
Power REIT
PW
$2.92M
$23 ﹤0.01%
23
EZRA
6921
Reliance Global Group
EZRA
$3.12M
$23 ﹤0.01%
25
-2
TIVC icon
6922
Tivic Health Systems
TIVC
$1.92M
$23 ﹤0.01%
8
-1
VTVT icon
6923
vTv Therapeutics
VTVT
$157M
$23 ﹤0.01%
1
-11
BOWNR
6924
DELISTED
Bowen Acquisition Corp Rights
BOWNR
$22 ﹤0.01%
100
FCUV icon
6925
Focus Universal
FCUV
$5.11M
$22 ﹤0.01%
1
-3