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
3901
$2.01M ﹤0.01%
91,342
+23,566
3902
$2.01M ﹤0.01%
211,740
-44,308
3903
$2.01M ﹤0.01%
135,647
+15,295
3904
$2.01M ﹤0.01%
56,730
+7,277
3905
$2M ﹤0.01%
73,837
-77,601
3906
$2M ﹤0.01%
1,571,325
-377,500
3907
$1.99M ﹤0.01%
67,978
+49,653
3908
$1.99M ﹤0.01%
279,269
+248,425
3909
$1.99M ﹤0.01%
+59,939
3910
$1.99M ﹤0.01%
197,765
-70,129
3911
$1.99M ﹤0.01%
70,825
-13,808
3912
$1.98M ﹤0.01%
114,691
-1,484
3913
$1.98M ﹤0.01%
309,947
+216,630
3914
$1.98M ﹤0.01%
141,810
-239,042
3915
$1.97M ﹤0.01%
223,852
+134,437
3916
$1.97M ﹤0.01%
168,255
+11,720
3917
$1.97M ﹤0.01%
79,780
-10,968
3918
$1.97M ﹤0.01%
272,239
-499,328
3919
$1.95M ﹤0.01%
47,096
+6,484
3920
$1.94M ﹤0.01%
43,893
-46,608
3921
$1.94M ﹤0.01%
35,515
-12,417
3922
$1.94M ﹤0.01%
139,567
+47,703
3923
$1.93M ﹤0.01%
266,541
-1
3924
$1.93M ﹤0.01%
41,829
+6,028
3925
$1.93M ﹤0.01%
712,130
+43,686