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
2526
$13.2M ﹤0.01%
+974,004
2527
$13.2M ﹤0.01%
115,808
+15,321
2528
$13.2M ﹤0.01%
443,122
+255,543
2529
$13.1M ﹤0.01%
2,227,776
+218,899
2530
$13.1M ﹤0.01%
1,050,109
-56,391
2531
$13.1M ﹤0.01%
127,177
+9,705
2532
$13.1M ﹤0.01%
1,259,071
+20,381
2533
$13.1M ﹤0.01%
468,236
+1,722
2534
$13.1M ﹤0.01%
869,889
-1,106,473
2535
$13.1M ﹤0.01%
265,235
-379,176
2536
$13.1M ﹤0.01%
499,964
-11,574
2537
$13M ﹤0.01%
473,246
+56,439
2538
$13M ﹤0.01%
189,511
+3,435
2539
$13M ﹤0.01%
514,704
+124,995
2540
$12.9M ﹤0.01%
238,060
+107,925
2541
$12.9M ﹤0.01%
553,640
+13,309
2542
$12.9M ﹤0.01%
775,205
+218,698
2543
$12.9M ﹤0.01%
232,596
-43,445
2544
$12.9M ﹤0.01%
151,933
+900
2545
$12.8M ﹤0.01%
241,142
+997
2546
$12.8M ﹤0.01%
1,333,827
+64,644
2547
$12.8M ﹤0.01%
61,175
+22,767
2548
$12.7M ﹤0.01%
254,599
+17,670
2549
$12.7M ﹤0.01%
174,280
-261
2550
$12.7M ﹤0.01%
47,213
+9,718