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
4876
$316K ﹤0.01%
12,400
+12,293
4877
$316K ﹤0.01%
217,967
+47,617
4878
$316K ﹤0.01%
94,893
+30,000
4879
$316K ﹤0.01%
100,505
-19,959
4880
$315K ﹤0.01%
10,382
+4,494
4881
$313K ﹤0.01%
10,956
-1,882
4882
$312K ﹤0.01%
18,425
+2,116
4883
$311K ﹤0.01%
91,612
-240,509
4884
$310K ﹤0.01%
+9,046
4885
$310K ﹤0.01%
20,582
+3,035
4886
$309K ﹤0.01%
7,270
-262
4887
$308K ﹤0.01%
8,562
-464
4888
$308K ﹤0.01%
219,665
-317,882
4889
$307K ﹤0.01%
14,098
-11,902
4890
$306K ﹤0.01%
37,034
-4,067
4891
$305K ﹤0.01%
590,801
-1,908,047
4892
$304K ﹤0.01%
7,996
-1,168
4893
$304K ﹤0.01%
6,192
+3,192
4894
$303K ﹤0.01%
7,883
+300
4895
$303K ﹤0.01%
22,910
-5,809
4896
$303K ﹤0.01%
12,003
+3,085
4897
$302K ﹤0.01%
11,331
+9,265
4898
$302K ﹤0.01%
21,898
-1,297
4899
$301K ﹤0.01%
6,670
-5,372
4900
$300K ﹤0.01%
15,541
-918