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
2626
$11.7M ﹤0.01%
190,134
+52,558
2627
$11.7M ﹤0.01%
+225,695
2628
$11.7M ﹤0.01%
466,181
+94,266
2629
$11.6M ﹤0.01%
847,081
-5,451
2630
$11.6M ﹤0.01%
419,086
-86,458
2631
$11.6M ﹤0.01%
811,554
+14,283
2632
$11.6M ﹤0.01%
961,530
+233,665
2633
$11.5M ﹤0.01%
337,171
+5,528
2634
$11.5M ﹤0.01%
259,308
+136,214
2635
$11.5M ﹤0.01%
+63,544
2636
$11.5M ﹤0.01%
310,249
-38,174
2637
$11.5M ﹤0.01%
1,159,981
+281,104
2638
$11.5M ﹤0.01%
475,166
+130,859
2639
$11.5M ﹤0.01%
488,691
+173,119
2640
$11.4M ﹤0.01%
823,947
+23,548
2641
$11.4M ﹤0.01%
444,025
+291
2642
$11.4M ﹤0.01%
453,989
-5,248
2643
$11.4M ﹤0.01%
26,264
+8,385
2644
$11.4M ﹤0.01%
200,410
-79,141
2645
$11.4M ﹤0.01%
546,862
+38,960
2646
$11.4M ﹤0.01%
340,147
+14,734
2647
$11.4M ﹤0.01%
390,167
-510,558
2648
$11.4M ﹤0.01%
497,917
+110,667
2649
$11.4M ﹤0.01%
147,554
+24,328
2650
$11.3M ﹤0.01%
432,819
-247,777