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
4926
$280K ﹤0.01%
89,679
-80,027
4927
$280K ﹤0.01%
+5,390
4928
$280K ﹤0.01%
5,694
-963
4929
$279K ﹤0.01%
87,195
-41,524
4930
$279K ﹤0.01%
18,286
-4,219
4931
$278K ﹤0.01%
46,514
-1,803
4932
$278K ﹤0.01%
10,769
+2,909
4933
$277K ﹤0.01%
72,162
+70,329
4934
$276K ﹤0.01%
48,228
-14,506
4935
$276K ﹤0.01%
10,721
+290
4936
$276K ﹤0.01%
35,011
+600
4937
$276K ﹤0.01%
50,743
-4,432
4938
$275K ﹤0.01%
8,206
-1,873
4939
$275K ﹤0.01%
30,868
-7,472
4940
$274K ﹤0.01%
39,407
-5,012
4941
$273K ﹤0.01%
7,036
-931
4942
$273K ﹤0.01%
9,385
+6,053
4943
$273K ﹤0.01%
135,957
-110,903
4944
$273K ﹤0.01%
1,141,713
-5,300
4945
$273K ﹤0.01%
41,190
-84,782
4946
$272K ﹤0.01%
10,000
+8,023
4947
$271K ﹤0.01%
21,610
+139
4948
$269K ﹤0.01%
43,906
+3,583
4949
$269K ﹤0.01%
9,134
+4,380
4950
$268K ﹤0.01%
9,409
-8,564