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
4851
$333K ﹤0.01%
4,504
-8,291
4852
$332K ﹤0.01%
13,088
-313
4853
$332K ﹤0.01%
14,641
+1,515
4854
$331K ﹤0.01%
62,551
+20,767
4855
$331K ﹤0.01%
68,780
-34,778
4856
$331K ﹤0.01%
15,037
-6,978
4857
$330K ﹤0.01%
3,950
-435
4858
$327K ﹤0.01%
24,917
-24,300
4859
$327K ﹤0.01%
32,249
-18,300
4860
$327K ﹤0.01%
30,862
-2,269
4861
$326K ﹤0.01%
9,702
-15,275
4862
$326K ﹤0.01%
19,639
-816
4863
$325K ﹤0.01%
42,356
+10,120
4864
$325K ﹤0.01%
25,005
+5
4865
$323K ﹤0.01%
11,759
+2,664
4866
$323K ﹤0.01%
143,406
-20,289
4867
$323K ﹤0.01%
53,322
-29,251
4868
$320K ﹤0.01%
8,651
+6,187
4869
$319K ﹤0.01%
28,156
-1,887
4870
$319K ﹤0.01%
19,012
-317,362
4871
$319K ﹤0.01%
15,553
-30
4872
$317K ﹤0.01%
11,000
-53,798
4873
$316K ﹤0.01%
45,989
-10,146
4874
$316K ﹤0.01%
10,651
-103
4875
$316K ﹤0.01%
26,912