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
4401
$866K ﹤0.01%
18,566
+832
4402
$865K ﹤0.01%
53,582
-38,181
4403
$861K ﹤0.01%
55,632
+4,098
4404
$860K ﹤0.01%
121,258
+22,817
4405
$859K ﹤0.01%
180,797
-702
4406
$856K ﹤0.01%
33,263
+1,277
4407
$856K ﹤0.01%
10,201
-607
4408
$848K ﹤0.01%
30,306
-29,300
4409
$847K ﹤0.01%
122,613
-187,322
4410
$847K ﹤0.01%
64,082
-6,010
4411
$845K ﹤0.01%
118,051
-154,720
4412
$840K ﹤0.01%
16,476
-392
4413
$839K ﹤0.01%
34,213
+22,403
4414
$835K ﹤0.01%
21,908
-19,564
4415
$835K ﹤0.01%
84,954
-38
4416
$830K ﹤0.01%
38,320
+735
4417
$830K ﹤0.01%
45,999
-184,113
4418
$829K ﹤0.01%
98,676
-7,096
4419
$828K ﹤0.01%
64,508
-13,811
4420
$828K ﹤0.01%
127,788
-1,089
4421
$827K ﹤0.01%
713,315
-416,777
4422
$826K ﹤0.01%
46,737
+25,621
4423
$824K ﹤0.01%
68,179
-59,668
4424
$823K ﹤0.01%
16,731
+2,442
4425
$823K ﹤0.01%
836,339
-690,924