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
3126
$5.88M ﹤0.01%
170,052
-85,718
3127
$5.88M ﹤0.01%
147,462
-10,884
3128
$5.88M ﹤0.01%
184,012
+2,939
3129
$5.87M ﹤0.01%
47,793
+13,225
3130
$5.87M ﹤0.01%
565,929
+3,483
3131
$5.86M ﹤0.01%
257,112
+16,712
3132
$5.85M ﹤0.01%
253,127
+4,611
3133
$5.83M ﹤0.01%
226,288
-19,596
3134
$5.81M ﹤0.01%
82,502
-3,531
3135
$5.81M ﹤0.01%
549,788
+73,543
3136
$5.8M ﹤0.01%
550,196
+15,620
3137
$5.8M ﹤0.01%
646,367
+139,324
3138
$5.79M ﹤0.01%
114,964
+21,200
3139
$5.79M ﹤0.01%
313,625
-14,217
3140
$5.77M ﹤0.01%
830,634
+267,075
3141
$5.77M ﹤0.01%
486,837
+24,685
3142
$5.76M ﹤0.01%
192,928
+142,025
3143
$5.75M ﹤0.01%
191,058
-93,635
3144
$5.73M ﹤0.01%
950,113
+195,556
3145
$5.73M ﹤0.01%
176,855
+21,813
3146
$5.72M ﹤0.01%
637,500
-322
3147
$5.7M ﹤0.01%
191,034
-1,440
3148
$5.7M ﹤0.01%
82,111
+18
3149
$5.69M ﹤0.01%
465,112
+20,856
3150
$5.68M ﹤0.01%
373,817
+229,988