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
4801
$189K ﹤0.01%
6,999
-72,464
4802
$189K ﹤0.01%
12,384
+5,379
4803
$188K ﹤0.01%
32,731
+7,692
4804
$188K ﹤0.01%
2,823
-1,641
4805
$187K ﹤0.01%
+1,350
4806
$187K ﹤0.01%
12,304
+2,603
4807
$187K ﹤0.01%
27,009
-13,950
4808
$187K ﹤0.01%
5,183
-13,009
4809
$186K ﹤0.01%
10,884
-29,610
4810
$186K ﹤0.01%
5,808
-1,751
4811
$186K ﹤0.01%
28,800
4812
$186K ﹤0.01%
16,375
-10,236
4813
$185K ﹤0.01%
5,339
+36
4814
$184K ﹤0.01%
+2,506
4815
$184K ﹤0.01%
54,610
+6,740
4816
$184K ﹤0.01%
16,364
+3,281
4817
$184K ﹤0.01%
13,761
+1,153
4818
$184K ﹤0.01%
4,730
-7,755
4819
$184K ﹤0.01%
2,957
-15,386
4820
$184K ﹤0.01%
5,690
-8,020
4821
$183K ﹤0.01%
6,993
+128
4822
$183K ﹤0.01%
20,003
-10,187
4823
$182K ﹤0.01%
5,406
-13,356
4824
$182K ﹤0.01%
20,921
-20,161
4825
$182K ﹤0.01%
10,076
+2,043