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
4301
$1.06M ﹤0.01%
17,728
+11
4302
$1.06M ﹤0.01%
182,565
+2,697
4303
$1.06M ﹤0.01%
86,277
+31,453
4304
$1.05M ﹤0.01%
135,580
+88,987
4305
$1.05M ﹤0.01%
503,319
-397,486
4306
$1.05M ﹤0.01%
72,245
+10,687
4307
$1.05M ﹤0.01%
99,213
+87,654
4308
$1.05M ﹤0.01%
56,181
+1,993
4309
$1.05M ﹤0.01%
160,312
-72,309
4310
$1.04M ﹤0.01%
38,003
-12,778
4311
$1.04M ﹤0.01%
29,712
+789
4312
$1.04M ﹤0.01%
48,703
-3,738
4313
$1.03M ﹤0.01%
175,186
-27,404
4314
$1.03M ﹤0.01%
118,984
-19,644
4315
$1.03M ﹤0.01%
188,906
+3,374
4316
$1.03M ﹤0.01%
73,012
-40,045
4317
$1.03M ﹤0.01%
28,717
+4,800
4318
$1.03M ﹤0.01%
29,729
-32,319
4319
$1.02M ﹤0.01%
42,454
+32,168
4320
$1.02M ﹤0.01%
808,900
-291,565
4321
$1.02M ﹤0.01%
659,635
+13,236
4322
$1.01M ﹤0.01%
9,151
-701
4323
$1.01M ﹤0.01%
35,730
-9,493
4324
$1.01M ﹤0.01%
158,520
-4,370
4325
$1M ﹤0.01%
+25,000