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
3251
$5.01M ﹤0.01%
153,367
-4,487
3252
$5.01M ﹤0.01%
173,865
+28,320
3253
$4.99M ﹤0.01%
53,250
+24,890
3254
$4.99M ﹤0.01%
166,122
+34,220
3255
$4.98M ﹤0.01%
661,285
+136,900
3256
$4.98M ﹤0.01%
281,567
+30,878
3257
$4.97M ﹤0.01%
231,368
+14,244
3258
$4.97M ﹤0.01%
96,030
+149
3259
$4.97M ﹤0.01%
544,714
+269,120
3260
$4.97M ﹤0.01%
57,598
-8,672
3261
$4.95M ﹤0.01%
216,181
+43,127
3262
$4.95M ﹤0.01%
219,592
+2,280
3263
$4.95M ﹤0.01%
70,913
+36,900
3264
$4.94M ﹤0.01%
533,966
+2,860
3265
$4.94M ﹤0.01%
98,016
-39,567
3266
$4.92M ﹤0.01%
453,676
-6,005
3267
$4.92M ﹤0.01%
701,837
+653,030
3268
$4.92M ﹤0.01%
449,183
+31,816
3269
$4.91M ﹤0.01%
201,404
-269,022
3270
$4.91M ﹤0.01%
249,249
-9,773
3271
$4.9M ﹤0.01%
96,573
+794
3272
$4.89M ﹤0.01%
513,801
+243,825
3273
$4.89M ﹤0.01%
211,987
+44,588
3274
$4.89M ﹤0.01%
801,175
-79,279
3275
$4.88M ﹤0.01%
98,209
-38,136