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Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 24.88%
 

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
+24.88%
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
JSTC icon
7201
Adasina Social Justice All Cap Global ETF
JSTC
$302M
-85
K
7202
DELISTED
Kellanova
K
-4,695,201
KAVL
7203
DELISTED
Kaival Brands Innovations Group
KAVL
-47
KPLTW
7204
DELISTED
Katapult Holdings Warrant
KPLTW
-550
LAZR
7205
DELISTED
Luminar Technologies
LAZR
-22,398
LGL.WS
7206
DELISTED
LGL Group Inc Warrants
LGL.WS
-5,000
LGOV icon
7207
First Trust Long Duration Opportunities ETF
LGOV
$644M
-55
LND
7208
BrasilAgro
LND
$366M
-49
LNW
7209
DELISTED
Light & Wonder
LNW
-86,305
METV icon
7210
Roundhill Ball Metaverse ETF
METV
$220M
-118
MGRM
7211
DELISTED
Monogram Orthopaedics
MGRM
-34,722
MLNK
7212
DELISTED
MeridianLink
MLNK
-124,696
MNTSW icon
7213
Momentus Inc Warrant
MNTSW
$175
-5,000
MOB
7214
Mobilicom Ltd
MOB
$65.1M
-8,427
MOLN
7215
Molecular Partners
MOLN
$151M
-157
MPU icon
7216
Mega Matrix
MPU
$17M
-9,052
MRC
7217
DELISTED
MRC Global
MRC
-428,886
MRUS
7218
DELISTED
Merus
MRUS
-311,566
MSAIW icon
7219
MultiSensor AI Holdings Warrant
MSAIW
$837K
-148
MTAL
7220
DELISTED
Metals Acquisition
MTAL
-106,879
BINI
7221
DELISTED
Bollinger Innovations
BINI
-9,549
MURA
7222
DELISTED
Mural Oncology
MURA
-262
MVSTW icon
7223
Microvast Holdings Warrants
MVSTW
$1.42M
-2
NANC icon
7224
Unusual Whales Subversive Democratic Trading ETF
NANC
$282M
0
NHS
7225
Neuberger High Yield Strategies Fund Inc
NHS
$261M
-115