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
5126
$101K ﹤0.01%
8,860
+1,521
5127
$101K ﹤0.01%
57,170
+48,964
5128
$100K ﹤0.01%
4,700
-2,550
5129
$100K ﹤0.01%
2,275
+227
5130
$100K ﹤0.01%
3,161
-528
5131
$99K ﹤0.01%
2,827
+232
5132
$99K ﹤0.01%
2,539
-183
5133
$99K ﹤0.01%
7,050
-691
5134
$99K ﹤0.01%
+2,531
5135
$99K ﹤0.01%
812
+426
5136
$99K ﹤0.01%
19,388
+8,551
5137
$99K ﹤0.01%
3,853
-5,073
5138
$99K ﹤0.01%
7,514
-15,089
5139
$99K ﹤0.01%
6,882
+661
5140
$99K ﹤0.01%
12,908
+6,057
5141
$99K ﹤0.01%
22,560
+5,592
5142
$98K ﹤0.01%
15,351
-21,406
5143
$98K ﹤0.01%
+1,246
5144
$97K ﹤0.01%
4,600
+2,128
5145
$97K ﹤0.01%
3,230
+683
5146
$97K ﹤0.01%
5,005
+4,071
5147
$97K ﹤0.01%
13,774
+6,618
5148
$96K ﹤0.01%
9,748
+3,985
5149
$96K ﹤0.01%
16,736
-707
5150
$96K ﹤0.01%
13,366
-27,783