Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.09%
 

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
+23.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.37T
AUM Growth
+$39.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,643
New
Increased
Reduced
Closed

Top Buys

1 +$3.45B
2 +$3.2B
3 +$2.13B
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.69B
5
DELL icon
Dell
DELL
+$1.19B

Sector Composition

1 Technology 16.35%
2 Financials 8.51%
3 Healthcare 6.02%
4 Industrials 5.7%
5 Consumer Discretionary 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LIDRW icon
6951
AEye Inc Warrant
LIDRW
$520K
$18 ﹤0.01%
+200
LSF icon
6952
Laird Superfood
LSF
$25.2M
$18 ﹤0.01%
8
MSOX icon
6953
AdvisorShares MSOS 2X Daily ETF
MSOX
$47.7M
$18 ﹤0.01%
4
FEED
6954
ENvue Medical Inc
FEED
$1.81M
$18 ﹤0.01%
8
+2
NVVE icon
6955
Nuvve Holding Corp
NVVE
$3.57M
$18 ﹤0.01%
7
+3
SHFS icon
6956
SHF Holdings
SHFS
$2.31M
$18 ﹤0.01%
17
-3,889
BGM
6957
BGM Group Ltd
BGM
$68.6M
$18 ﹤0.01%
+5
AEMD icon
6958
Aethlon Medical
AEMD
$3.4M
$17 ﹤0.01%
6
+4
JTAI icon
6959
Jet.AI
JTAI
$3.61M
$17 ﹤0.01%
29
ONCO icon
6960
Onconetix
ONCO
$755K
$17 ﹤0.01%
11
OPTX icon
6961
Syntec Optics
OPTX
$346M
$17 ﹤0.01%
6
+4
ALPS
6962
ALPS Group Inc
ALPS
$166M
$17 ﹤0.01%
+20
GLOO
6963
Gloo Holdings Inc
GLOO
$417M
$17 ﹤0.01%
+3
CETY icon
6964
Clean Energy Technologies
CETY
$9.73M
$16 ﹤0.01%
22
+1
CETX icon
6965
Cemtrex
CETX
$10.8M
$16 ﹤0.01%
6
+5
DYAI icon
6966
Dyadic International
DYAI
$32.5M
$16 ﹤0.01%
17
+2
EDBL
6967
Edible Garden
EDBL
$1.58M
$16 ﹤0.01%
3
ESLA icon
6968
Estrella Immunopharma
ESLA
$78.5M
$16 ﹤0.01%
10
+8
DFNS
6969
T3 Defense Inc
DFNS
$15.5M
$16 ﹤0.01%
4
+2
SXTP icon
6970
60 Degrees Pharmaceuticals
SXTP
$4.64M
$16 ﹤0.01%
8
TRNR icon
6971
Interactive Strength
TRNR
$2.45M
$16 ﹤0.01%
18
+5
NIXX
6972
Nixxy Inc
NIXX
$19.7M
$16 ﹤0.01%
17
TWNP
6973
DELISTED
Twin Hospitality Group
TWNP
$16 ﹤0.01%
25
CAPS
6974
Capstone Holding Corp
CAPS
$4.8M
$16 ﹤0.01%
22
+7
ETS
6975
Elite Express Holding Inc
ETS
$10.8M
$16 ﹤0.01%
+32