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
3301
$4.73M ﹤0.01%
278,475
-22,210
3302
$4.73M ﹤0.01%
38,529
-9,607
3303
$4.73M ﹤0.01%
484,623
-138,830
3304
$4.72M ﹤0.01%
+218,096
3305
$4.72M ﹤0.01%
90,530
+18,346
3306
$4.72M ﹤0.01%
438,918
+57,852
3307
$4.7M ﹤0.01%
572,499
-79,444
3308
$4.69M ﹤0.01%
505,109
+143,832
3309
$4.69M ﹤0.01%
+594,784
3310
$4.69M ﹤0.01%
197,838
-116,615
3311
$4.68M ﹤0.01%
1,041,043
+419,740
3312
$4.68M ﹤0.01%
94,827
+14,859
3313
$4.66M ﹤0.01%
61,518
+15,932
3314
$4.66M ﹤0.01%
31,719
+3,037
3315
$4.65M ﹤0.01%
89,470
+3,278
3316
$4.63M ﹤0.01%
205,497
+19,204
3317
$4.63M ﹤0.01%
140,078
-24,316
3318
$4.63M ﹤0.01%
148,468
+40,454
3319
$4.63M ﹤0.01%
858,927
-28,987
3320
$4.61M ﹤0.01%
254,160
-18,261
3321
$4.61M ﹤0.01%
98,573
+20,854
3322
$4.61M ﹤0.01%
960,259
+32,540
3323
$4.59M ﹤0.01%
401,557
+234,558
3324
$4.58M ﹤0.01%
44,601
-16,218
3325
$4.58M ﹤0.01%
555,091
+126,537