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
3951
$769K ﹤0.01%
28,248
+11,268
3952
$768K ﹤0.01%
31,957
+9,978
3953
$767K ﹤0.01%
32,732
-13,490
3954
$767K ﹤0.01%
149,050
+4,960
3955
$765K ﹤0.01%
72,402
+17,941
3956
$764K ﹤0.01%
106,591
-12,791
3957
$762K ﹤0.01%
62,533
-2,904
3958
$761K ﹤0.01%
+38,493
3959
$760K ﹤0.01%
24,810
-5,082
3960
$755K ﹤0.01%
150,289
+6,877
3961
$752K ﹤0.01%
18,154
-6,873
3962
$751K ﹤0.01%
130,642
+951
3963
$749K ﹤0.01%
30,847
+1,468
3964
$748K ﹤0.01%
66,184
-58,302
3965
$748K ﹤0.01%
7,791
+3,125
3966
$748K ﹤0.01%
144,054
-13,658
3967
$747K ﹤0.01%
50,642
+12,382
3968
$745K ﹤0.01%
10,031
-4,263
3969
$743K ﹤0.01%
9,102
+4,590
3970
$743K ﹤0.01%
11,695
-658
3971
$743K ﹤0.01%
84,611
+49,949
3972
$740K ﹤0.01%
67,124
+8,834
3973
$740K ﹤0.01%
60,508
+19
3974
$739K ﹤0.01%
25,392
+6,314
3975
$739K ﹤0.01%
64,866
-500