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
2576
$12.3M ﹤0.01%
320,115
+102,820
2577
$12.3M ﹤0.01%
2,141,333
+953,145
2578
$12.3M ﹤0.01%
144,875
-1,751
2579
$12.3M ﹤0.01%
693,849
+385,785
2580
$12.3M ﹤0.01%
1,249,954
+468,002
2581
$12.3M ﹤0.01%
657,241
+208,815
2582
$12.2M ﹤0.01%
357,676
-48,937
2583
$12.2M ﹤0.01%
1,856,221
+87,299
2584
$12.2M ﹤0.01%
267,766
+29,363
2585
$12.2M ﹤0.01%
437,107
-560,376
2586
$12.2M ﹤0.01%
606,916
+492,032
2587
$12.2M ﹤0.01%
233,883
-156,057
2588
$12.2M ﹤0.01%
51,449
+835
2589
$12.2M ﹤0.01%
167,212
-13,474
2590
$12.1M ﹤0.01%
672,466
-106,289
2591
$12.1M ﹤0.01%
302,320
-20,740
2592
$12.1M ﹤0.01%
482,737
+257,287
2593
$12.1M ﹤0.01%
577,414
+24,917
2594
$12.1M ﹤0.01%
289,631
-110,299
2595
$12.1M ﹤0.01%
185,465
+44,916
2596
$12.1M ﹤0.01%
224,432
+78,476
2597
$12.1M ﹤0.01%
43,494
+7,843
2598
$12.1M ﹤0.01%
141,253
-288
2599
$12M ﹤0.01%
566,147
+196,925
2600
$12M ﹤0.01%
575,065
-13,493