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
4376
$917K ﹤0.01%
372,961
+89,821
4377
$917K ﹤0.01%
92,383
-10,442
4378
$913K ﹤0.01%
465,999
+377,504
4379
$913K ﹤0.01%
31,720
+12,163
4380
$909K ﹤0.01%
39,782
+4,456
4381
$908K ﹤0.01%
24,227
-1,107
4382
$906K ﹤0.01%
7,170
+654
4383
$902K ﹤0.01%
108,444
-81,548
4384
$898K ﹤0.01%
40,837
-36,971
4385
$896K ﹤0.01%
152,819
-38,503
4386
$894K ﹤0.01%
102,946
-87,116
4387
$889K ﹤0.01%
31,673
+26,390
4388
$889K ﹤0.01%
44,947
-99,735
4389
$885K ﹤0.01%
109,860
-15,630
4390
$884K ﹤0.01%
78,169
+7,950
4391
$883K ﹤0.01%
13,333
+7,014
4392
$882K ﹤0.01%
12,064
+4,666
4393
$877K ﹤0.01%
152,594
+76
4394
$877K ﹤0.01%
33,999
+1,184
4395
$873K ﹤0.01%
14,452
-13,444
4396
$872K ﹤0.01%
26,044
-5,424
4397
$871K ﹤0.01%
702,703
-154,352
4398
$868K ﹤0.01%
19,136
+6,217
4399
$868K ﹤0.01%
+22,040
4400
$867K ﹤0.01%
7,333
+4,764