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
4001
$1.73M ﹤0.01%
53,223
+6,628
4002
$1.73M ﹤0.01%
223,979
-94,329
4003
$1.73M ﹤0.01%
19,964
-282
4004
$1.73M ﹤0.01%
104,378
+55,001
4005
$1.73M ﹤0.01%
52,373
-11,006
4006
$1.72M ﹤0.01%
223,722
+112,769
4007
$1.72M ﹤0.01%
126,500
-26,342
4008
$1.71M ﹤0.01%
581,020
+397,163
4009
$1.71M ﹤0.01%
16,892
+1,385
4010
$1.71M ﹤0.01%
56,085
+49,188
4011
$1.71M ﹤0.01%
101,490
-43,495
4012
$1.7M ﹤0.01%
124,289
-34,438
4013
$1.7M ﹤0.01%
1,336,639
+133,821
4014
$1.7M ﹤0.01%
214,597
+61,321
4015
$1.7M ﹤0.01%
13,562
+1,238
4016
$1.7M ﹤0.01%
644,526
-26,350
4017
$1.69M ﹤0.01%
730,728
+93,886
4018
$1.69M ﹤0.01%
22,667
-1,250
4019
$1.69M ﹤0.01%
135,815
-2,227
4020
$1.68M ﹤0.01%
607,949
+24,497
4021
$1.68M ﹤0.01%
79,551
+624
4022
$1.68M ﹤0.01%
31,387
-7,599
4023
$1.67M ﹤0.01%
68,861
-384,054
4024
$1.67M ﹤0.01%
237,226
+52,492
4025
$1.67M ﹤0.01%
45,466
+25,347