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
5101
$185K ﹤0.01%
6,432
5102
$185K ﹤0.01%
3,909
+228
5103
$182K ﹤0.01%
14,605
-2,131
5104
$182K ﹤0.01%
7,412
+337
5105
$182K ﹤0.01%
3,600
-10,420
5106
$182K ﹤0.01%
27,019
-15,716
5107
$181K ﹤0.01%
22,644
+7,452
5108
$181K ﹤0.01%
11,146
-6,395
5109
$181K ﹤0.01%
11,359
-2,224
5110
$181K ﹤0.01%
6,577
-1,048
5111
$180K ﹤0.01%
5,737
-20,747
5112
$180K ﹤0.01%
23,129
+5,143
5113
$180K ﹤0.01%
4,194
+3,868
5114
$180K ﹤0.01%
11,507
-961
5115
$179K ﹤0.01%
4,692
-6,911
5116
$179K ﹤0.01%
49,860
+20,133
5117
$179K ﹤0.01%
6,360
-4,367
5118
$178K ﹤0.01%
+9,117
5119
$178K ﹤0.01%
6,090
-3,473
5120
$178K ﹤0.01%
77,876
-10,736
5121
$177K ﹤0.01%
15,553
-2,428
5122
$177K ﹤0.01%
17,913
-13,199
5123
$177K ﹤0.01%
2,782
+282
5124
$177K ﹤0.01%
39,897
+31,458
5125
$176K ﹤0.01%
70,914
-6,186