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
3976
$1.8M ﹤0.01%
69,462
+15,129
3977
$1.79M ﹤0.01%
5,629
-5,666
3978
$1.79M ﹤0.01%
838,387
-178,262
3979
$1.79M ﹤0.01%
44,303
+12,781
3980
$1.79M ﹤0.01%
576,482
-103,794
3981
$1.79M ﹤0.01%
46,167
+341
3982
$1.79M ﹤0.01%
150,395
+66,051
3983
$1.79M ﹤0.01%
+76,219
3984
$1.79M ﹤0.01%
81,701
-14,695
3985
$1.79M ﹤0.01%
289,345
-223,587
3986
$1.78M ﹤0.01%
135,798
-71,230
3987
$1.78M ﹤0.01%
97,996
+83,449
3988
$1.78M ﹤0.01%
24,895
+2,018
3989
$1.78M ﹤0.01%
48,494
-30,042
3990
$1.77M ﹤0.01%
32,745
-6,348
3991
$1.77M ﹤0.01%
297,119
+9,025
3992
$1.77M ﹤0.01%
50,618
+37,546
3993
$1.77M ﹤0.01%
+45,132
3994
$1.77M ﹤0.01%
33,708
+10,088
3995
$1.77M ﹤0.01%
96,608
-28,984
3996
$1.76M ﹤0.01%
480,810
-20,218
3997
$1.75M ﹤0.01%
154,578
+13,033
3998
$1.75M ﹤0.01%
67,561
+59,146
3999
$1.74M ﹤0.01%
208,863
+10,656
4000
$1.74M ﹤0.01%
266,666
+221,755