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
4526
$303K ﹤0.01%
58,841
-542
4527
$302K ﹤0.01%
12,540
+4,213
4528
$301K ﹤0.01%
19,750
+9,218
4529
$301K ﹤0.01%
10,435
-1,016
4530
$300K ﹤0.01%
6,915
-5,905
4531
$300K ﹤0.01%
3,797
-777
4532
$299K ﹤0.01%
28,021
+7,309
4533
$298K ﹤0.01%
10,513
+1,828
4534
$296K ﹤0.01%
77,479
+18,818
4535
$295K ﹤0.01%
28,598
-4,846
4536
$295K ﹤0.01%
9,732
-239
4537
$294K ﹤0.01%
+8,131
4538
$294K ﹤0.01%
11,279
+2,030
4539
$294K ﹤0.01%
+80
4540
$292K ﹤0.01%
14,304
+4,569
4541
$292K ﹤0.01%
42,340
+8,894
4542
$292K ﹤0.01%
+11,490
4543
$291K ﹤0.01%
5,184
-272
4544
$291K ﹤0.01%
9,476
-4,931
4545
$291K ﹤0.01%
28,417
+15,150
4546
$291K ﹤0.01%
18,326
-776
4547
$290K ﹤0.01%
14,478
-36,752
4548
$289K ﹤0.01%
7,686
+6,948
4549
$289K ﹤0.01%
18,059
+6,368
4550
$288K ﹤0.01%
17,456
+7,597