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
4226
$1.2M ﹤0.01%
48,519
+8,729
4227
$1.19M ﹤0.01%
99,919
+2,163
4228
$1.19M ﹤0.01%
62,429
4229
$1.19M ﹤0.01%
438,661
-9
4230
$1.19M ﹤0.01%
100,881
+83,005
4231
$1.19M ﹤0.01%
259,145
+201,582
4232
$1.18M ﹤0.01%
832,261
+599,914
4233
$1.18M ﹤0.01%
43,542
+2,244
4234
$1.18M ﹤0.01%
166,265
-17,373
4235
$1.18M ﹤0.01%
107,488
-51,358
4236
$1.18M ﹤0.01%
88,235
+1,335
4237
$1.17M ﹤0.01%
408,692
+61
4238
$1.17M ﹤0.01%
93,643
+21,823
4239
$1.17M ﹤0.01%
29,123
-2,326
4240
$1.17M ﹤0.01%
112,148
+7,184
4241
$1.17M ﹤0.01%
599,829
+58,176
4242
$1.17M ﹤0.01%
140,019
+21,690
4243
$1.16M ﹤0.01%
47,647
-15,113
4244
$1.16M ﹤0.01%
73,833
+10,855
4245
$1.16M ﹤0.01%
285,666
-39,539
4246
$1.16M ﹤0.01%
25,182
+239
4247
$1.16M ﹤0.01%
43,393
+5,979
4248
$1.16M ﹤0.01%
37,617
+9,164
4249
$1.15M ﹤0.01%
57,552
+17,579
4250
$1.15M ﹤0.01%
17,972
-16,083