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
4901
$298K ﹤0.01%
7,861
+7,514
4902
$298K ﹤0.01%
+25,000
4903
$295K ﹤0.01%
19,398
+5,776
4904
$295K ﹤0.01%
258,583
+102,616
4905
$294K ﹤0.01%
93,393
+61,110
4906
$294K ﹤0.01%
12,298
-200
4907
$294K ﹤0.01%
5,444
-497
4908
$293K ﹤0.01%
8,826
-598
4909
$292K ﹤0.01%
6,352
+1,296
4910
$291K ﹤0.01%
53,167
-11,796
4911
$291K ﹤0.01%
83,315
-170,269
4912
$290K ﹤0.01%
112,078
+46,999
4913
$288K ﹤0.01%
13,908
-41,530
4914
$287K ﹤0.01%
13,804
-1,142
4915
$286K ﹤0.01%
2,422
-11,321
4916
$286K ﹤0.01%
218,256
+165,418
4917
$285K ﹤0.01%
113,837
-26,863
4918
$285K ﹤0.01%
11,197
-1,147
4919
$284K ﹤0.01%
31,285
-18,468
4920
$283K ﹤0.01%
11,165
-5,655
4921
$283K ﹤0.01%
9,920
-635
4922
$283K ﹤0.01%
21,076
+1,284
4923
$282K ﹤0.01%
16,023
-13,183
4924
$281K ﹤0.01%
24,131
+8,457
4925
$281K ﹤0.01%
4,780
+1,293