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
4101
$1.46M ﹤0.01%
41,345
+8,240
4102
$1.46M ﹤0.01%
441,997
-130,751
4103
$1.46M ﹤0.01%
103,735
-24,267
4104
$1.46M ﹤0.01%
222,011
+21,009
4105
$1.45M ﹤0.01%
65,801
+628
4106
$1.45M ﹤0.01%
158,856
+14,905
4107
$1.45M ﹤0.01%
123,136
+13,370
4108
$1.45M ﹤0.01%
131,778
+47,946
4109
$1.44M ﹤0.01%
82,259
4110
$1.44M ﹤0.01%
50,677
+40,071
4111
$1.44M ﹤0.01%
67,052
-3,293
4112
$1.44M ﹤0.01%
+45,659
4113
$1.43M ﹤0.01%
171,794
-7,915
4114
$1.43M ﹤0.01%
47,041
-38,849
4115
$1.43M ﹤0.01%
106,696
+4,601
4116
$1.43M ﹤0.01%
95,401
+42,880
4117
$1.42M ﹤0.01%
119,722
+2,021
4118
$1.42M ﹤0.01%
80,135
+14,730
4119
$1.42M ﹤0.01%
182,925
+53,468
4120
$1.42M ﹤0.01%
166,013
+154,633
4121
$1.42M ﹤0.01%
174,682
+119,413
4122
$1.41M ﹤0.01%
113,257
-51,432
4123
$1.41M ﹤0.01%
28,317
+16,617
4124
$1.41M ﹤0.01%
86,703
-3,468
4125
$1.4M ﹤0.01%
154,701
-15,946