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
326
$637M 0.05%
6,228,389
-516,198
327
$637M 0.05%
6,787,827
-438,570
328
$634M 0.05%
9,006,536
+447,907
329
$632M 0.05%
7,072,968
-121,682
330
$617M 0.05%
9,719,462
+999,564
331
$610M 0.05%
15,325,548
-4,623,644
332
$606M 0.05%
13,570,885
+387,757
333
$606M 0.05%
11,136,811
+1,533,280
334
$605M 0.05%
15,454,424
-363,276
335
$602M 0.05%
2,309,444
+133,523
336
$602M 0.05%
9,802,968
+888,574
337
$601M 0.05%
2,686,275
+1,492,238
338
$589M 0.05%
7,788,366
+521,199
339
$588M 0.05%
7,468,753
-948,446
340
$587M 0.05%
4,904,824
+80,398
341
$585M 0.05%
3,481,193
-41,876
342
$584M 0.05%
7,293,880
-2,170,370
343
$583M 0.05%
6,352,635
-100,302
344
$575M 0.05%
4,384,642
+319,194
345
$569M 0.05%
2,001,939
-25,682
346
$569M 0.05%
1,992,137
-827,016
347
$569M 0.05%
13,570,368
+41,550
348
$569M 0.05%
5,534,066
+17,904
349
$568M 0.05%
19,400,716
-354,004
350
$568M 0.05%
753,539
-930,211