Bank of America

Bank of America Portfolio holdings

AUM $1.34T
1-Year Est. Return 19.29%
 

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 Quarter Est. Return
1 Year Est. Return
+19.29%
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 +$3.36B
2 +$1.57B
3 +$1.22B
4
VTV icon
Vanguard Value ETF
VTV
+$1.06B
5
CSX icon
CSX Corp
CSX
+$949M

Top Sells

1 +$2.89B
2 +$2.73B
3 +$2.36B
4
NVDA icon
NVIDIA
NVDA
+$2.08B
5
AVGO icon
Broadcom
AVGO
+$1.69B

Sector Composition

1 Technology 16.99%
2 Financials 8.7%
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
IVF
7026
INVO Fertility Inc
IVF
$3.89M
$5 ﹤0.01%
7
+4
EVGOW icon
7027
EVgo Inc Warrants
EVGOW
$1.86M
$4 ﹤0.01%
20
FAT icon
7028
FAT Brands
FAT
$10M
$4 ﹤0.01%
2
-42
OAKUW icon
7029
Oak Woods Acquisition Corp Warrant
OAKUW
$4 ﹤0.01%
+100
ICON
7030
Icon Energy
ICON
$2.23M
$4 ﹤0.01%
2
SLXNW
7031
Silexion Therapeutics Warrant
SLXNW
$4 ﹤0.01%
100
ARKOW icon
7032
ARKO Corp Warrant
ARKOW
$1.07M
$3 ﹤0.01%
303
+203
BMR icon
7033
Beamr Imaging
BMR
$31.5M
$3 ﹤0.01%
1
CLNNW icon
7034
Clene Inc Warrant
CLNNW
$1.7K
$3 ﹤0.01%
100
KPLTW icon
7035
Katapult Holdings Warrant
KPLTW
$28.7K
$3 ﹤0.01%
550
-100
OPTX icon
7036
Syntec Optics
OPTX
$57.2M
$3 ﹤0.01%
2
-55
VELO
7037
Velo3D Inc
VELO
$106M
$3 ﹤0.01%
+1
DSX icon
7038
Diana Shipping
DSX
$200M
$2 ﹤0.01%
1
-1
ESLA icon
7039
Estrella Immunopharma
ESLA
$68.7M
$2 ﹤0.01%
2
-90
PTIXW icon
7040
Protagenic Therapeutics Warrant
PTIXW
$83.6K
$2 ﹤0.01%
100
SOL
7041
Emeren Group
SOL
$91.4M
$2 ﹤0.01%
1
-405
UCAR
7042
U Power Ltd
UCAR
$9.64M
$2 ﹤0.01%
1
-1
UHGWW
7043
United Homes Group Warrant
UHGWW
$6.15M
$2 ﹤0.01%
1
MKDWW
7044
MKDWELL Tech Inc Warrants
MKDWW
$2 ﹤0.01%
172
SAGT
7045
Sagtec Global
SAGT
$29.3M
$2 ﹤0.01%
1
ECDAW icon
7046
ECD Automotive Design Warrant
ECDAW
$123K
$1 ﹤0.01%
99
PAVS icon
7047
Paranovus Entertainment Technology
PAVS
$55.3M
$1 ﹤0.01%
+1
PHGE icon
7048
BiomX
PHGE
$168M
$1 ﹤0.01%
1
SPKLW
7049
Spark I Acquisition Corp Warrant
SPKLW
$1.77M
$1 ﹤0.01%
2
ORGNW icon
7050
Origin Materials Inc Warrants
ORGNW
$1.83M
$1 ﹤0.01%
+51