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
4001
$715K ﹤0.01%
136,569
+28,415
4002
$712K ﹤0.01%
193,261
+29,686
4003
$711K ﹤0.01%
25,940
+4,255
4004
$708K ﹤0.01%
3,483
-68
4005
$706K ﹤0.01%
71,569
-38,719
4006
$705K ﹤0.01%
17,163
-1,035
4007
$702K ﹤0.01%
79,196
+35,841
4008
$702K ﹤0.01%
70,970
-1,659
4009
$701K ﹤0.01%
31,458
+504
4010
$697K ﹤0.01%
11,485
-4,523
4011
$697K ﹤0.01%
273,150
-83,057
4012
$694K ﹤0.01%
54,371
-3,359
4013
$694K ﹤0.01%
25,899
-26,971
4014
$693K ﹤0.01%
49,273
+712
4015
$693K ﹤0.01%
71,096
-34,301
4016
$691K ﹤0.01%
58,798
-1,267
4017
$686K ﹤0.01%
67,699
-3,997
4018
$685K ﹤0.01%
19,390
+1,882
4019
$684K ﹤0.01%
23,398
-3,799
4020
$683K ﹤0.01%
10,304
-2,580
4021
$682K ﹤0.01%
76,930
+1,064
4022
$682K ﹤0.01%
28,409
-57
4023
$681K ﹤0.01%
1,944
-1,470
4024
$678K ﹤0.01%
50,408
-5,163
4025
$678K ﹤0.01%
62,481
-11,358