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
4701
$467K ﹤0.01%
13,478
-4,932
4702
$465K ﹤0.01%
39,426
-569
4703
$465K ﹤0.01%
55,482
-64,958
4704
$464K ﹤0.01%
8,212
+3,225
4705
$462K ﹤0.01%
3,715
+1,211
4706
$462K ﹤0.01%
34,242
-2,843
4707
$462K ﹤0.01%
11,048
-850
4708
$462K ﹤0.01%
9,573
+6,467
4709
$461K ﹤0.01%
32,977
+22,771
4710
$459K ﹤0.01%
5,336
-870
4711
$459K ﹤0.01%
17,658
-4,852
4712
$459K ﹤0.01%
288,589
-7,108
4713
$457K ﹤0.01%
13,060
-468
4714
$457K ﹤0.01%
21,025
-39,661
4715
$456K ﹤0.01%
13,968
-3,102
4716
$451K ﹤0.01%
63,828
+442
4717
$450K ﹤0.01%
47,922
+28,732
4718
$449K ﹤0.01%
81,647
+39,833
4719
$449K ﹤0.01%
28,952
-884
4720
$449K ﹤0.01%
18,300
4721
$448K ﹤0.01%
13,474
+1,313
4722
$447K ﹤0.01%
34,191
-52,059
4723
$443K ﹤0.01%
13,605
-2,525
4724
$442K ﹤0.01%
11,140
+150
4725
$441K ﹤0.01%
16,386
-489