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
HCWB icon
7001
HCW Biologics
HCWB
$2.45M
$11 ﹤0.01%
11
+1
NEXRW
7002
Nexera Technologies Ltd Warrant
NEXRW
$11 ﹤0.01%
1,000
CURX
7003
Curanex Pharmaceuticals
CURX
$13.2M
$11 ﹤0.01%
+34
BJDX icon
7004
Bluejay Diagnostics
BJDX
$1.84M
$10 ﹤0.01%
4
+1
CCEL icon
7005
Cryo-Cell International
CCEL
$28M
$10 ﹤0.01%
3
KUST
7006
Kustom Entertainment Inc
KUST
$524K
$10 ﹤0.01%
5
ELAB icon
7007
Elevai Labs
ELAB
$9.28M
$10 ﹤0.01%
2
+1
FAMI icon
7008
Farmmi Inc
FAMI
$16.6M
$10 ﹤0.01%
8
JZ
7009
Jianzhi Education Technology Group
JZ
$11.5M
$10 ﹤0.01%
10
SLE icon
7010
Super League Enterprise
SLE
$5.39M
$10 ﹤0.01%
2
-913
VEEA
7011
Veea Inc
VEEA
$29.5M
$10 ﹤0.01%
16
ALISR
7012
Calisa Acquisition Corp Right
ALISR
$10 ﹤0.01%
+20
AUID icon
7013
authID Inc
AUID
$16.6M
$9 ﹤0.01%
10
EVTV icon
7014
Envirotech Vehicles
EVTV
$24.7M
$9 ﹤0.01%
27
+2
GOTU icon
7015
Gaotu Techedu
GOTU
$461M
$9 ﹤0.01%
4
-164,733
SHIM icon
7016
Shimmick
SHIM
$142M
$9 ﹤0.01%
3
TBLAW icon
7017
Taboola.com Ltd Warrant
TBLAW
$114K
$9 ﹤0.01%
200
-100
BCG
7018
Binah Capital Group
BCG
$29.4M
$9 ﹤0.01%
3
AIFF
7019
Firefly Neuroscience
AIFF
$23.6M
$9 ﹤0.01%
10
IMG
7020
DELISTED
CIMG Inc
IMG
$9 ﹤0.01%
8
+4
KWMWW
7021
K Wave Media Ltd
KWMWW
$9 ﹤0.01%
300
+200
HPAIW
7022
Helport AI Warrants
HPAIW
$1.83M
$8 ﹤0.01%
49
ASNS icon
7023
Actelis Networks
ASNS
$2.38M
$7 ﹤0.01%
15
+6
CVKD icon
7024
Cadrenal Therapeutics
CVKD
$11.9M
$7 ﹤0.01%
1
RBOT
7025
DELISTED
Vicarious Surgical
RBOT
$7 ﹤0.01%
3
+1