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
4501
$699K ﹤0.01%
74,002
-7,587
4502
$699K ﹤0.01%
17,316
-603
4503
$697K ﹤0.01%
4,137
+1,618
4504
$697K ﹤0.01%
13,456
+2,151
4505
$697K ﹤0.01%
344,875
+38,756
4506
$696K ﹤0.01%
10,494
+8,948
4507
$694K ﹤0.01%
210,310
+41
4508
$690K ﹤0.01%
17,542
-922
4509
$689K ﹤0.01%
20,720
+19,948
4510
$687K ﹤0.01%
121,850
-381,059
4511
$686K ﹤0.01%
43,334
-35,053
4512
$686K ﹤0.01%
85,223
+32,007
4513
$685K ﹤0.01%
50,170
-5,428
4514
$683K ﹤0.01%
68,749
-41,307
4515
$683K ﹤0.01%
24,788
+667
4516
$682K ﹤0.01%
19,785
-359,446
4517
$682K ﹤0.01%
54,935
+10,540
4518
$681K ﹤0.01%
94,607
+58,803
4519
$680K ﹤0.01%
43,120
-1,767
4520
$679K ﹤0.01%
23,828
-1,786
4521
$677K ﹤0.01%
+94,838
4522
$675K ﹤0.01%
410,193
+227,567
4523
$674K ﹤0.01%
9,158
+5,198
4524
$674K ﹤0.01%
10,772
+68
4525
$672K ﹤0.01%
266,504
+256,504