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
4926
$151K ﹤0.01%
27,533
+17,243
4927
$151K ﹤0.01%
9,023
+2,729
4928
$150K ﹤0.01%
10,236
+1,379
4929
$150K ﹤0.01%
20,210
-493
4930
$150K ﹤0.01%
+5,047
4931
$150K ﹤0.01%
11,856
+2,101
4932
$150K ﹤0.01%
8,552
-4,378
4933
$149K ﹤0.01%
10,129
+217
4934
$149K ﹤0.01%
3,530
+433
4935
$149K ﹤0.01%
11,749
-1,567
4936
$149K ﹤0.01%
5,470
+1,386
4937
$149K ﹤0.01%
12,212
+1,632
4938
$148K ﹤0.01%
13,188
+1,814
4939
$148K ﹤0.01%
2,099
+1,121
4940
$147K ﹤0.01%
5,090
-10,639
4941
$147K ﹤0.01%
+254
4942
$147K ﹤0.01%
7,262
+2,915
4943
$147K ﹤0.01%
5,391
-54,046
4944
$146K ﹤0.01%
8,980
4945
$146K ﹤0.01%
+10,459
4946
$146K ﹤0.01%
1,450
-2,719
4947
$146K ﹤0.01%
16,380
-4,110
4948
$146K ﹤0.01%
11,718
+924
4949
$146K ﹤0.01%
7,956
+4,522
4950
$146K ﹤0.01%
9,505
+35