Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.08%
 

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
+23.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$715B
AUM Growth
+$25.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,771
New
Increased
Reduced
Closed

Top Sells

1 +$9.89B
2 +$7.4B
3 +$4.43B
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.72B
5
AAPL icon
Apple
AAPL
+$1.6B

Sector Composition

1 Technology 13.12%
2 Healthcare 8.06%
3 Financials 7.81%
4 Consumer Discretionary 6.47%
5 Industrials 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3501
$1.54M ﹤0.01%
102,956
-1,834
3502
$1.54M ﹤0.01%
92,916
-124,956
3503
$1.54M ﹤0.01%
56,691
+1,133
3504
$1.52M ﹤0.01%
30,511
+5,964
3505
$1.51M ﹤0.01%
40,909
+10,858
3506
$1.51M ﹤0.01%
31,888
+6,065
3507
$1.51M ﹤0.01%
75,804
-4,204
3508
$1.51M ﹤0.01%
40,499
-38,868
3509
$1.51M ﹤0.01%
8,598
-9,166
3510
$1.51M ﹤0.01%
521,695
-375,862
3511
$1.51M ﹤0.01%
21,275
-14,974
3512
$1.5M ﹤0.01%
43,163
+16,772
3513
$1.5M ﹤0.01%
142,183
-6,738
3514
$1.5M ﹤0.01%
30,313
-9,665
3515
$1.5M ﹤0.01%
125,542
+53,708
3516
$1.5M ﹤0.01%
445,398
+5,944
3517
$1.49M ﹤0.01%
24,042
+22,047
3518
$1.49M ﹤0.01%
38,881
-1,615
3519
$1.49M ﹤0.01%
25,000
3520
$1.49M ﹤0.01%
50,053
+27,530
3521
$1.49M ﹤0.01%
23,649
-6,972
3522
$1.48M ﹤0.01%
286,394
+4,912
3523
$1.48M ﹤0.01%
60,760
-499,904
3524
$1.48M ﹤0.01%
101,748
-5,713
3525
$1.48M ﹤0.01%
75,089
-753,472