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
3226
$5.2M ﹤0.01%
289,811
+2,675
3227
$5.19M ﹤0.01%
331,469
-29,039
3228
$5.19M ﹤0.01%
902,189
+23,267
3229
$5.18M ﹤0.01%
877,972
+317,653
3230
$5.17M ﹤0.01%
58,431
-13,487
3231
$5.16M ﹤0.01%
81,528
-31,582
3232
$5.16M ﹤0.01%
220,628
+30,111
3233
$5.16M ﹤0.01%
4,251
3234
$5.15M ﹤0.01%
78,340
+39,041
3235
$5.13M ﹤0.01%
1,085,545
+141,315
3236
$5.13M ﹤0.01%
605,157
-28,262
3237
$5.13M ﹤0.01%
322,171
+91,673
3238
$5.12M ﹤0.01%
127,738
-2,201
3239
$5.12M ﹤0.01%
183,697
+31,344
3240
$5.11M ﹤0.01%
147,680
-44,291
3241
$5.11M ﹤0.01%
43,562
-11,276
3242
$5.1M ﹤0.01%
151,485
+7,515
3243
$5.05M ﹤0.01%
140,770
+38,765
3244
$5.05M ﹤0.01%
126,113
+56
3245
$5.05M ﹤0.01%
1,193,473
+701,660
3246
$5.04M ﹤0.01%
114,808
+82,873
3247
$5.03M ﹤0.01%
52,669
-5,926
3248
$5.02M ﹤0.01%
38,489
-38,663
3249
$5.02M ﹤0.01%
215,866
-39,972
3250
$5.02M ﹤0.01%
689,232
+64,799