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
HHS icon
6926
Harte-Hanks
HHS
$20.4M
$22 ﹤0.01%
6
-50
LEE icon
6927
Lee Enterprises
LEE
$194M
$22 ﹤0.01%
4
-39
MSN icon
6928
Emerson Radio
MSN
$8.11M
$22 ﹤0.01%
52
-5
OLB icon
6929
OLB
OLB
$10.9M
$22 ﹤0.01%
19
-1
POCI icon
6930
Precision Optics
POCI
$34M
$22 ﹤0.01%
5
-53
RENX
6931
RenX Enterprises
RENX
$1.27M
$22 ﹤0.01%
17
+1
ARMP icon
6932
Armata Pharmaceuticals
ARMP
$432M
$21 ﹤0.01%
7
-96
ELAB icon
6933
Elevai Labs
ELAB
$1.46M
$21 ﹤0.01%
1
SEATW icon
6934
Vivid Seats Inc Warrant
SEATW
$1.27M
$21 ﹤0.01%
200
-100
KLTOW
6935
Klotho Neurosciences Warrant
KLTOW
$21 ﹤0.01%
223
ACCS
6936
ACCESS Newswire
ACCS
$27.4M
$21 ﹤0.01%
2
-25
DRMA icon
6937
Dermata Therapeutics
DRMA
$3.43M
$20 ﹤0.01%
4
+1
KAVL
6938
DELISTED
Kaival Brands Innovations Group
KAVL
$20 ﹤0.01%
47
+2
REVB icon
6939
Revelation Biosciences
REVB
$3.54M
$20 ﹤0.01%
4
+3
RMCOW icon
6940
Royalty Management Holding Warrant
RMCOW
$2.28M
$20 ﹤0.01%
401
-200
CAPS
6941
Capstone Holding Corp
CAPS
$6.31M
$20 ﹤0.01%
15
-1
WORX icon
6942
SCWorx
WORX
$5.13M
$19 ﹤0.01%
65
+35
WOK
6943
WORK Medical Technology Group
WOK
$1.63M
0
TBH
6944
Brag House Holdings
TBH
$5.35M
$19 ﹤0.01%
12
-1
AUUD
6945
Auddia
AUUD
$3.07M
$18 ﹤0.01%
9
+4
BJDX icon
6946
Bluejay Diagnostics
BJDX
$1.45M
$18 ﹤0.01%
3
+2
DYAI icon
6947
Dyadic International
DYAI
$29.6M
$18 ﹤0.01%
15
-188
NVNO icon
6948
enVVeno Medical
NVNO
$7.54M
$18 ﹤0.01%
1
-4
ZOOZW
6949
ZOOZ Strategy Ltd Warrant
ZOOZW
$18 ﹤0.01%
100
ENVB icon
6950
Enveric Biosciences
ENVB
$3.06M
$17 ﹤0.01%
2