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
5026
$221K ﹤0.01%
6,980
+5,000
5027
$221K ﹤0.01%
168,532
-11,397
5028
$221K ﹤0.01%
7,367
-140
5029
$220K ﹤0.01%
48,628
5030
$218K ﹤0.01%
5,738
-62
5031
$218K ﹤0.01%
98,794
+96,494
5032
$218K ﹤0.01%
8,257
-20,639
5033
$217K ﹤0.01%
9,486
+6,880
5034
$217K ﹤0.01%
15,488
+5,154
5035
$216K ﹤0.01%
56,491
-352,051
5036
$216K ﹤0.01%
8,336
+885
5037
$216K ﹤0.01%
+7,928
5038
$216K ﹤0.01%
13,032
+12,972
5039
$215K ﹤0.01%
42,346
-245,965
5040
$215K ﹤0.01%
11,852
+4,952
5041
$214K ﹤0.01%
10,570
-263
5042
$214K ﹤0.01%
1,900
5043
$214K ﹤0.01%
5,523
-5,881
5044
$214K ﹤0.01%
41,364
-42,212
5045
$211K ﹤0.01%
8,681
-1,932
5046
$211K ﹤0.01%
12,034
+500
5047
$211K ﹤0.01%
6,764
-34
5048
$211K ﹤0.01%
18,849
+13,986
5049
$211K ﹤0.01%
6,881
+2,925
5050
$210K ﹤0.01%
23,758
+19,054