Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.08%
 

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
+23.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$715B
AUM Growth
+$25.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,771
New
Increased
Reduced
Closed

Top Sells

1 +$9.89B
2 +$7.4B
3 +$4.43B
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.72B
5
AAPL icon
Apple
AAPL
+$1.6B

Sector Composition

1 Technology 13.12%
2 Healthcare 8.06%
3 Financials 7.81%
4 Consumer Discretionary 6.47%
5 Industrials 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4501
$312K ﹤0.01%
39,400
+7,487
4502
$312K ﹤0.01%
30,347
+25,340
4503
$312K ﹤0.01%
36,612
+7,156
4504
$312K ﹤0.01%
8,981
+1,315
4505
$312K ﹤0.01%
5,718
-12,769
4506
$311K ﹤0.01%
15,524
-3,140
4507
$310K ﹤0.01%
1,432
-593
4508
$310K ﹤0.01%
58,682
-32,549
4509
$310K ﹤0.01%
20,998
-566
4510
$309K ﹤0.01%
20,483
+388
4511
$307K ﹤0.01%
10,497
+143
4512
$307K ﹤0.01%
6,354
+1,585
4513
$307K ﹤0.01%
6,867
-148
4514
$307K ﹤0.01%
24,171
+5,660
4515
$307K ﹤0.01%
72,988
-48,696
4516
$306K ﹤0.01%
18,676
-48,715
4517
$305K ﹤0.01%
12,891
+5,436
4518
$305K ﹤0.01%
47,928
-160,030
4519
$305K ﹤0.01%
18,690
-25
4520
$305K ﹤0.01%
39,400
-20,343
4521
$304K ﹤0.01%
9,087
-1,100
4522
$304K ﹤0.01%
1,635
+211
4523
$304K ﹤0.01%
33,140
+7,183
4524
$303K ﹤0.01%
50,105
+4,649
4525
$303K ﹤0.01%
71,089
-20,713