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
3701
$2.66M ﹤0.01%
242,726
+199,819
3702
$2.66M ﹤0.01%
45,370
+10,130
3703
$2.66M ﹤0.01%
127,520
-39,241
3704
$2.65M ﹤0.01%
136,848
+8,435
3705
$2.65M ﹤0.01%
188,121
+75,905
3706
$2.65M ﹤0.01%
405,730
+238,869
3707
$2.65M ﹤0.01%
142,221
-33,685
3708
$2.64M ﹤0.01%
108,974
+22,054
3709
$2.64M ﹤0.01%
51,241
-11,495
3710
$2.64M ﹤0.01%
370,326
-100,365
3711
$2.64M ﹤0.01%
51,496
-113,744
3712
$2.63M ﹤0.01%
98,525
+41,359
3713
$2.63M ﹤0.01%
247,600
-18,836
3714
$2.63M ﹤0.01%
89,735
+46,487
3715
$2.63M ﹤0.01%
64,559
-9,520
3716
$2.63M ﹤0.01%
15,902
-10,799
3717
$2.62M ﹤0.01%
142,677
-19,394
3718
$2.62M ﹤0.01%
212,803
+173,994
3719
$2.61M ﹤0.01%
610,882
+480,623
3720
$2.61M ﹤0.01%
135,890
+135,525
3721
$2.61M ﹤0.01%
24,078
-43
3722
$2.6M ﹤0.01%
300,435
-75,472
3723
$2.6M ﹤0.01%
664,128
-23,148
3724
$2.59M ﹤0.01%
363,217
+250,311
3725
$2.59M ﹤0.01%
1,270,607
-34,380