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
4751
$207K ﹤0.01%
10,143
+2,430
4752
$207K ﹤0.01%
11,832
-3,052
4753
$207K ﹤0.01%
4,850
+4,650
4754
$207K ﹤0.01%
7,872
-1,961
4755
$206K ﹤0.01%
7,614
-79,050
4756
$206K ﹤0.01%
5,299
-29,479
4757
$206K ﹤0.01%
9,573
+3,356
4758
$206K ﹤0.01%
15,075
+3,976
4759
$205K ﹤0.01%
8,937
+2,962
4760
$205K ﹤0.01%
8,811
+847
4761
$203K ﹤0.01%
1,832
-97
4762
$203K ﹤0.01%
+6,130
4763
$203K ﹤0.01%
7,448
-19,636
4764
$202K ﹤0.01%
31,239
+4,132
4765
$202K ﹤0.01%
16,713
+2,210
4766
$202K ﹤0.01%
7,986
-382
4767
$201K ﹤0.01%
13,242
+2,418
4768
$201K ﹤0.01%
19,342
+11,824
4769
$199K ﹤0.01%
16,972
+13,305
4770
$199K ﹤0.01%
8,082
-504
4771
$198K ﹤0.01%
32,237
-5,000
4772
$198K ﹤0.01%
5,472
+3,210
4773
$198K ﹤0.01%
11,094
-693
4774
$198K ﹤0.01%
7,477
4775
$197K ﹤0.01%
9,722
+5,181