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
4451
$778K ﹤0.01%
11,268
-2,373
4452
$776K ﹤0.01%
75,244
+2,103
4453
$774K ﹤0.01%
26,382
+411
4454
$774K ﹤0.01%
119,214
+30,992
4455
$773K ﹤0.01%
468,643
+149,000
4456
$771K ﹤0.01%
67,003
+419
4457
$770K ﹤0.01%
224,365
+208,390
4458
$763K ﹤0.01%
8,859
-3,975
4459
$763K ﹤0.01%
21,016
-5,738
4460
$762K ﹤0.01%
28,338
-142,408
4461
$762K ﹤0.01%
+29,713
4462
$762K ﹤0.01%
30,402
+25,822
4463
$760K ﹤0.01%
36,242
-102,747
4464
$757K ﹤0.01%
498,243
-485,852
4465
$756K ﹤0.01%
102,299
+12,105
4466
$755K ﹤0.01%
24,220
-4,336
4467
$754K ﹤0.01%
28,966
+14,784
4468
$753K ﹤0.01%
250,959
+138,759
4469
$750K ﹤0.01%
143,405
+90,673
4470
$749K ﹤0.01%
23,479
+16,156
4471
$749K ﹤0.01%
125,252
+40,699
4472
$748K ﹤0.01%
19,061
-148
4473
$747K ﹤0.01%
73,130
+25,003
4474
$746K ﹤0.01%
139,224
-29,572
4475
$746K ﹤0.01%
114,918
-1,514,959