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

Top Buys

1 +$1.88B
2 +$1.6B
3 +$1.47B
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.29B
5
VZ icon
Verizon
VZ
+$1.09B

Top Sells

1 +$2.76B
2 +$2.3B
3 +$1.28B
4
AAPL icon
Apple
AAPL
+$1.03B
5
NVDA icon
NVIDIA
NVDA
+$1.02B

Sector Composition

1 Technology 16.57%
2 Financials 8.83%
3 Consumer Discretionary 5.92%
4 Industrials 5.87%
5 Healthcare 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$13.7M ﹤0.01%
575,432
-53,489
2502
$13.7M ﹤0.01%
682,387
+53,908
2503
$13.7M ﹤0.01%
447,849
-189,183
2504
$13.7M ﹤0.01%
432,466
+186,560
2505
$13.7M ﹤0.01%
213,770
-61,053
2506
$13.7M ﹤0.01%
721,278
-65,670
2507
$13.7M ﹤0.01%
1,913,635
-191,698
2508
$13.6M ﹤0.01%
210,339
-8,615
2509
$13.6M ﹤0.01%
181,465
-15,239
2510
$13.6M ﹤0.01%
1,207,147
+199,813
2511
$13.5M ﹤0.01%
767,445
+157,547
2512
$13.5M ﹤0.01%
287,653
-77,796
2513
$13.5M ﹤0.01%
506,617
+110,111
2514
$13.4M ﹤0.01%
122,739
-47,260
2515
$13.4M ﹤0.01%
210,609
+30,315
2516
$13.4M ﹤0.01%
632,695
+373,678
2517
$13.4M ﹤0.01%
174,713
-24,289
2518
$13.4M ﹤0.01%
292,199
+12,515
2519
$13.3M ﹤0.01%
196,043
+136,150
2520
$13.3M ﹤0.01%
283,416
-539,390
2521
$13.3M ﹤0.01%
1,573,516
+146,380
2522
$13.3M ﹤0.01%
57,837
+21,399
2523
$13.2M ﹤0.01%
580,077
-3,872
2524
$13.2M ﹤0.01%
255,898
+63,174
2525
$13.2M ﹤0.01%
273,553
-852