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
5051
$117K ﹤0.01%
1,310
5052
$117K ﹤0.01%
7,500
-13,906
5053
$117K ﹤0.01%
6,896
+2,005
5054
$117K ﹤0.01%
7,909
+14
5055
$116K ﹤0.01%
2,963
+244
5056
$116K ﹤0.01%
1,378
-123
5057
$116K ﹤0.01%
24,341
-7,544
5058
$116K ﹤0.01%
10,630
-761
5059
$115K ﹤0.01%
3,088
+783
5060
$115K ﹤0.01%
4,139
-157
5061
$115K ﹤0.01%
3,864
+216
5062
$115K ﹤0.01%
5,972
+631
5063
$114K ﹤0.01%
15,840
5064
$114K ﹤0.01%
1,669
-73
5065
$114K ﹤0.01%
11,252
+4,465
5066
$114K ﹤0.01%
30,745
+5,597
5067
$114K ﹤0.01%
7,345
+2,146
5068
$113K ﹤0.01%
2,286
+596
5069
$113K ﹤0.01%
6,662
+2,581
5070
$112K ﹤0.01%
15,473
+8,634
5071
$112K ﹤0.01%
15,253
+4,477
5072
$112K ﹤0.01%
5,903
+2,649
5073
$112K ﹤0.01%
4,602
5074
$112K ﹤0.01%
3,445
+1,382
5075
$112K ﹤0.01%
+84