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
$1.24T
AUM Growth
+$115B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,626
New
Increased
Reduced
Closed

Top Buys

1 +$2.03B
2 +$1.82B
3 +$1.76B
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.43B
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$1.11B

Top Sells

1 +$2.79B
2 +$2.49B
3 +$1.46B
4
NVDA icon
NVIDIA
NVDA
+$1.28B
5
AAPL icon
Apple
AAPL
+$1.05B

Sector Composition

1 Technology 16.59%
2 Financials 8.82%
3 Consumer Discretionary 5.92%
4 Industrials 5.86%
5 Healthcare 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LIXTW
7076
DELISTED
Lixte Biotechnology Warrants
LIXTW
$3 ﹤0.01%
100
LNZAW icon
7077
LanzaTech Global Warrant
LNZAW
$2.81M
$3 ﹤0.01%
+100
SATX
7078
DELISTED
SatixFy Communications
SATX
$3 ﹤0.01%
1
DSYWW
7079
Big Tree Cloud Holdings Warrant
DSYWW
$128K
$3 ﹤0.01%
203
CLNNW
7080
DELISTED
Clene Inc Warrant
CLNNW
$2 ﹤0.01%
100
KUST
7081
Kustom Entertainment, Inc. Common Stock
KUST
$2.07M
0
DSX icon
7082
Diana Shipping
DSX
$215M
$2 ﹤0.01%
2
-4,641
ECDAW icon
7083
ECD Automotive Design Warrant
ECDAW
$2 ﹤0.01%
99
-300
MKDWW
7084
MKDWELL Tech Inc Warrants
MKDWW
$2 ﹤0.01%
172
SAGT
7085
Sagtec Global
SAGT
$24M
$2 ﹤0.01%
+1
ARKOW
7086
DELISTED
ARKO Corp Warrant
ARKOW
$1 ﹤0.01%
+100
CIF
7087
MFS Intermediate High Income Fund
CIF
$30.8M
0
BGMS
7088
Bio Green Med Solution Inc
BGMS
$6.71M
0
EZGO
7089
EZGO Technologies
EZGO
$40.1M
0
HSDT icon
7090
Solana Company
HSDT
$117M
0
BINI
7091
DELISTED
Bollinger Innovations
BINI
0
MVSTW icon
7092
Microvast Holdings Warrants
MVSTW
$46.9M
$1 ﹤0.01%
2
UHGWW
7093
United Homes Group Warrant
UHGWW
$18.2M
$1 ﹤0.01%
1
-405
TGE.WS
7094
The Generation Essentials Group Warrants
TGE.WS
$1 ﹤0.01%
+2
DEVS
7095
DevvStream Corp
DEVS
$5.96M
-281
TMAT icon
7096
Main Thematic Innovation ETF
TMAT
$203M
-5
TBNK
7097
DELISTED
Territorial Bancorp Inc.
TBNK
-3,738
NVRO
7098
DELISTED
NEVRO CORP.
NVRO
-54,523
LGTY
7099
DELISTED
Logility Supply Chain Solutions, Inc. Common Stock
LGTY
-29,338
CTHR
7100
DELISTED
Charles & Colvard Ltd
CTHR
-20