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
5026
$124K ﹤0.01%
17,396
-2,452
5027
$123K ﹤0.01%
4,514
+1,611
5028
$123K ﹤0.01%
13,678
5029
$123K ﹤0.01%
17,051
+5,389
5030
$122K ﹤0.01%
2,344
-13
5031
$122K ﹤0.01%
24,074
-579
5032
$122K ﹤0.01%
1,893
+625
5033
$122K ﹤0.01%
38,950
-238,166
5034
$122K ﹤0.01%
2,369
-48
5035
$122K ﹤0.01%
+808
5036
$121K ﹤0.01%
36,000
5037
$121K ﹤0.01%
7,066
+2,474
5038
$121K ﹤0.01%
+4,721
5039
$121K ﹤0.01%
6,313
+6,147
5040
$120K ﹤0.01%
8,188
-2,780
5041
$120K ﹤0.01%
5,683
-38,476
5042
$120K ﹤0.01%
50,165
-6,547
5043
$119K ﹤0.01%
22,345
-18,406
5044
$119K ﹤0.01%
4,956
+90
5045
$119K ﹤0.01%
3,258
+457
5046
$118K ﹤0.01%
4,100
-4,848
5047
$118K ﹤0.01%
7,359
+6,264
5048
$117K ﹤0.01%
35,775
-3,983
5049
$117K ﹤0.01%
2,764
+1,229
5050
$117K ﹤0.01%
4