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
2676
$11.1M ﹤0.01%
381,501
-430,212
2677
$11.1M ﹤0.01%
182,515
-285,463
2678
$11M ﹤0.01%
269,052
-599
2679
$11M ﹤0.01%
303,998
-41
2680
$11M ﹤0.01%
1,498,990
+121,249
2681
$11M ﹤0.01%
94,433
+8,114
2682
$10.9M ﹤0.01%
143,423
-5,879
2683
$10.9M ﹤0.01%
191,257
+11,570
2684
$10.9M ﹤0.01%
795,522
-266,257
2685
$10.9M ﹤0.01%
453,265
+2,547
2686
$10.9M ﹤0.01%
320,122
+11,890
2687
$10.8M ﹤0.01%
316,410
-65,735
2688
$10.8M ﹤0.01%
524,774
+28,151
2689
$10.8M ﹤0.01%
4,161,479
-2,040,104
2690
$10.8M ﹤0.01%
313,772
+39,965
2691
$10.7M ﹤0.01%
773,562
+47,136
2692
$10.7M ﹤0.01%
199,191
+17,363
2693
$10.7M ﹤0.01%
439,077
-765,844
2694
$10.7M ﹤0.01%
551,912
+160,700
2695
$10.7M ﹤0.01%
661,412
-10,232
2696
$10.6M ﹤0.01%
478,612
-36,258
2697
$10.6M ﹤0.01%
175,568
+14,646
2698
$10.5M ﹤0.01%
49,464
-36,453
2699
$10.5M ﹤0.01%
138,654
-82,789
2700
$10.5M ﹤0.01%
196,083
-11,928