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
4201
$512K ﹤0.01%
13,943
+1,122
4202
$512K ﹤0.01%
7,069
-22
4203
$512K ﹤0.01%
6,781
+1,605
4204
$511K ﹤0.01%
37,955
+6,005
4205
$510K ﹤0.01%
23,346
-36,200
4206
$509K ﹤0.01%
16,277
+4,407
4207
$507K ﹤0.01%
19,507
+4,333
4208
$507K ﹤0.01%
33,875
+1,000
4209
$506K ﹤0.01%
32,540
+10,897
4210
$506K ﹤0.01%
15,856
+1,718
4211
$506K ﹤0.01%
12,394
-90,761
4212
$505K ﹤0.01%
5,342
-74
4213
$504K ﹤0.01%
+49,906
4214
$503K ﹤0.01%
20,238
+37
4215
$502K ﹤0.01%
19,149
+503
4216
$501K ﹤0.01%
12,669
+673
4217
$500K ﹤0.01%
28,792
-352
4218
$499K ﹤0.01%
48,158
+267
4219
$499K ﹤0.01%
69,564
-131,784
4220
$498K ﹤0.01%
12,415
+952
4221
$498K ﹤0.01%
17,594
-5,750
4222
$497K ﹤0.01%
10,851
+9,287
4223
$497K ﹤0.01%
56,147
-1,545,196
4224
$497K ﹤0.01%
18,047
+10,172
4225
$495K ﹤0.01%
12,310
+2,489