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
KWMWW
6976
K Wave Media Ltd
KWMWW
$582K
$14 ﹤0.01%
100
BLUWW
6977
Blue Water Acquisition Corp III Warrant
BLUWW
$6.76M
$14 ﹤0.01%
+100
ACONW icon
6978
Aclarion Warrant
ACONW
$68.2K
$13 ﹤0.01%
437
+100
USEA icon
6979
United Maritime
USEA
$17.8M
$13 ﹤0.01%
8
WFCF icon
6980
Where Food Comes From
WFCF
$63.6M
$13 ﹤0.01%
1
-24
AXIL
6981
AXIL Brands
AXIL
$42.2M
$13 ﹤0.01%
2
-25
DWSN icon
6982
Dawson Geophysical
DWSN
$91.6M
$12 ﹤0.01%
7
-55
GWH.WS icon
6983
ESS Tech Inc Warrant
GWH.WS
$523K
$12 ﹤0.01%
289
KVACW icon
6984
Keen Vision Acquisition Corp Warrant
KVACW
$1.24M
$12 ﹤0.01%
200
PODC icon
6985
PodcastOne
PODC
$69.4M
$12 ﹤0.01%
7
-179
QCLS
6986
Q/C Technologies Inc
QCLS
$29.5M
$12 ﹤0.01%
3
+2
ELPW
6987
Elong Power Holding Ltd
ELPW
$2.76M
$12 ﹤0.01%
2
ATHR
6988
Aether Holdings
ATHR
$37.7M
$12 ﹤0.01%
2
-14
FATBB
6989
DELISTED
FAT Brands
FATBB
$11 ﹤0.01%
4
AIIOW
6990
Robo.ai Inc Warrant
AIIOW
$263K
$11 ﹤0.01%
+65
RBOT icon
6991
Vicarious Surgical
RBOT
$14.3M
$11 ﹤0.01%
2
-27
WALDW icon
6992
Waldencast PLC Warrant
WALDW
$11 ﹤0.01%
300
ESGLW icon
6993
ESGL Holdings Warrants
ESGLW
$11 ﹤0.01%
+100
AKA icon
6994
a.k.a. Brands
AKA
$115M
$10 ﹤0.01%
1
-64
AMTD
6995
AMTD IDEA Group
AMTD
$79.4M
$10 ﹤0.01%
9
-127
ATMCW
6996
DELISTED
AlphaTime Acquisition Corp Warrant
ATMCW
$10 ﹤0.01%
+135
BGMS
6997
Bio Green Med Solution Inc
BGMS
$4.9M
$10 ﹤0.01%
+2
JRSH icon
6998
Jerash Holdings
JRSH
$41.7M
$10 ﹤0.01%
3
-53
HPAIW
6999
Helport AI Warrants
HPAIW
$2.64M
$10 ﹤0.01%
49
-200
VEEA
7000
Veea Inc
VEEA
$21.7M
$10 ﹤0.01%
16
-135