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
5076
$198K ﹤0.01%
6,184
+5,564
5077
$197K ﹤0.01%
5,743
+298
5078
$197K ﹤0.01%
3,590
-3,320
5079
$196K ﹤0.01%
22,606
+16,220
5080
$195K ﹤0.01%
12,536
+290
5081
$195K ﹤0.01%
4,938
-241
5082
$194K ﹤0.01%
16,610
+1,581
5083
$192K ﹤0.01%
48,979
-13,276
5084
$192K ﹤0.01%
28,327
-4,372
5085
$192K ﹤0.01%
106,509
-380,011
5086
$191K ﹤0.01%
14,434
-23,606
5087
$189K ﹤0.01%
2,958
-41
5088
$189K ﹤0.01%
7,746
+3,365
5089
$189K ﹤0.01%
20,549
+5,348
5090
$187K ﹤0.01%
20,767
-33,926
5091
$186K ﹤0.01%
46,040
+5,699
5092
$186K ﹤0.01%
25,280
+7
5093
$186K ﹤0.01%
13,043
+5,299
5094
$186K ﹤0.01%
34,230
-50,455
5095
$186K ﹤0.01%
46,235
-3,464
5096
$185K ﹤0.01%
31,908
+11,720
5097
$185K ﹤0.01%
15,490
+2,424
5098
$185K ﹤0.01%
84,836
+29,771
5099
$185K ﹤0.01%
4,154
+4,150
5100
$185K ﹤0.01%
9,914
+5,806