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
3651
$2.84M ﹤0.01%
880,334
-844,458
3652
$2.84M ﹤0.01%
103,411
-139,389
3653
$2.84M ﹤0.01%
286,208
+251,702
3654
$2.84M ﹤0.01%
48,737
-20,062
3655
$2.84M ﹤0.01%
235,910
+72,092
3656
$2.83M ﹤0.01%
378,074
+163,750
3657
$2.83M ﹤0.01%
38,015
-1,585
3658
$2.81M ﹤0.01%
898,027
+575,312
3659
$2.8M ﹤0.01%
9,468
-16,569
3660
$2.8M ﹤0.01%
22,698
+8,245
3661
$2.8M ﹤0.01%
91,620
-10,223
3662
$2.8M ﹤0.01%
401,808
-234,826
3663
$2.79M ﹤0.01%
57,865
+57,031
3664
$2.78M ﹤0.01%
100,265
-7,489
3665
$2.77M ﹤0.01%
716,019
+435,467
3666
$2.77M ﹤0.01%
31,573
+2,160
3667
$2.77M ﹤0.01%
633,261
+347,548
3668
$2.77M ﹤0.01%
62,239
+1,833
3669
$2.76M ﹤0.01%
542,269
+353,858
3670
$2.76M ﹤0.01%
72,324
-25,765
3671
$2.76M ﹤0.01%
66,121
+22,136
3672
$2.75M ﹤0.01%
14,594
-495
3673
$2.75M ﹤0.01%
169,145
-3,944
3674
$2.74M ﹤0.01%
283,243
-13,442
3675
$2.74M ﹤0.01%
142,998
-237,575