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
ZH
7026
Zhihu
ZH
$284M
$7 ﹤0.01%
2
-504
LRHC icon
7027
La Rosa Holding
LRHC
$1.26M
$6 ﹤0.01%
1
MTLS
7028
Materialise
MTLS
$297M
$6 ﹤0.01%
+1
SBFM
7029
Sunshine Biopharma
SBFM
$4.9M
$6 ﹤0.01%
5
SEATW icon
7030
Vivid Seats Inc Warrant
SEATW
$1.03M
$6 ﹤0.01%
200
OLOX
7031
Olenox Industries
OLOX
$5.38M
$6 ﹤0.01%
3
-26
WALDW icon
7032
Waldencast PLC Warrant
WALDW
$3.92M
$6 ﹤0.01%
200
-100
SER icon
7033
Serina Therapeutics
SER
$24.4M
$6 ﹤0.01%
3
-212
FOXXW
7034
Foxx Development Holdings Warrant
FOXXW
$1.26M
$6 ﹤0.01%
53
XHLD
7035
TEN Holdings
XHLD
$5.45M
$6 ﹤0.01%
5
MEHA
7036
Functional Brands Inc
MEHA
$3.45M
$6 ﹤0.01%
+34
FATBB
7037
DELISTED
FAT Brands
FATBB
$5 ﹤0.01%
4
GRI icon
7038
GRI Bio
GRI
$3.54M
$5 ﹤0.01%
1
INHD icon
7039
Inno Holdings
INHD
$1.65M
$5 ﹤0.01%
5
-1
JZXN icon
7040
Jiuzi Holdings
JZXN
$1.24M
$5 ﹤0.01%
3
KVACW icon
7041
Keen Vision Acquisition Corp Warrant
KVACW
$254K
$5 ﹤0.01%
100
-100
ELPW
7042
Elong Power Holding Ltd
ELPW
$2.71M
$5 ﹤0.01%
3
+1
TBH
7043
Brag House Holdings
TBH
$10.8M
$5 ﹤0.01%
13
+1
VSA
7044
VisionSys AI
VSA
$532K
$5 ﹤0.01%
+2
ADTX
7045
Aditxt
ADTX
$454K
$4 ﹤0.01%
+5
FCUV icon
7046
Focus Universal
FCUV
$3.15M
$4 ﹤0.01%
1
JSPRW icon
7047
Japer Therapeutics Warrants
JSPRW
$326K
$4 ﹤0.01%
100
-1
KITTW icon
7048
Nauticus Robotics Warrant
KITTW
$973K
$4 ﹤0.01%
+87
SQNS
7049
Sequans Communications SA
SQNS
$41.1M
$4 ﹤0.01%
1
-2,700
HAO icon
7050
Haoxi Health Technology Ltd
HAO
$63.6M
$4 ﹤0.01%
4