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
4026
$1.66M ﹤0.01%
157,788
-334,413
4027
$1.66M ﹤0.01%
25,249
+2,435
4028
$1.66M ﹤0.01%
103,539
+4,751
4029
$1.65M ﹤0.01%
106,832
-613,316
4030
$1.64M ﹤0.01%
+47,609
4031
$1.64M ﹤0.01%
28,353
+24,797
4032
$1.64M ﹤0.01%
108,562
+1,806
4033
$1.64M ﹤0.01%
412,009
-42,669
4034
$1.63M ﹤0.01%
152,499
+11,992
4035
$1.63M ﹤0.01%
29,621
+885
4036
$1.63M ﹤0.01%
293,460
-67,229
4037
$1.63M ﹤0.01%
59,761
-23,810
4038
$1.63M ﹤0.01%
260,182
+222,324
4039
$1.63M ﹤0.01%
35,270
-20,872
4040
$1.63M ﹤0.01%
293,133
-126,292
4041
$1.63M ﹤0.01%
50,962
+19,589
4042
$1.62M ﹤0.01%
495,345
-580,327
4043
$1.62M ﹤0.01%
132,608
+27,378
4044
$1.62M ﹤0.01%
140,109
+27,239
4045
$1.62M ﹤0.01%
25,527
+474
4046
$1.62M ﹤0.01%
53,747
-85,952
4047
$1.62M ﹤0.01%
20,354
+9,463
4048
$1.61M ﹤0.01%
185,004
+88,659
4049
$1.61M ﹤0.01%
298,997
-1,348,532
4050
$1.61M ﹤0.01%
123,883
-34,735