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
3751
$1.03M ﹤0.01%
64,000
+63,967
3752
$1.03M ﹤0.01%
58,962
+41,169
3753
$1.03M ﹤0.01%
+100,000
3754
$1.03M ﹤0.01%
6,352
-813
3755
$1.03M ﹤0.01%
+100,002
3756
$1.03M ﹤0.01%
38,917
-54,587
3757
$1.03M ﹤0.01%
39,935
+21,080
3758
$1.03M ﹤0.01%
14,727
+1,565
3759
$1.02M ﹤0.01%
44,758
+199
3760
$1.02M ﹤0.01%
20,045
-44,678
3761
$1.02M ﹤0.01%
83,996
-6,331
3762
$1.02M ﹤0.01%
80,919
+61,268
3763
$1.02M ﹤0.01%
112,842
+898
3764
$1.02M ﹤0.01%
69,957
-21,316
3765
$1.02M ﹤0.01%
+7,143
3766
$1.01M ﹤0.01%
47,855
-2,278
3767
$1.01M ﹤0.01%
133,206
-29,828
3768
$1.01M ﹤0.01%
+100,000
3769
$1.01M ﹤0.01%
15,850
-32,799
3770
$1.01M ﹤0.01%
97,049
-2,951
3771
$1.01M ﹤0.01%
136,393
+49,830
3772
$1.01M ﹤0.01%
+100,100
3773
$1.01M ﹤0.01%
35,247
+2,229
3774
$1.01M ﹤0.01%
13,131
-706
3775
$1.01M ﹤0.01%
56,893
+14,377