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
5126
$176K ﹤0.01%
41,519
-65,556
5127
$175K ﹤0.01%
127,849
-8,659
5128
$175K ﹤0.01%
10,775
+10,770
5129
$174K ﹤0.01%
+20,635
5130
$173K ﹤0.01%
143,144
-1,860,958
5131
$172K ﹤0.01%
12,953
-259,515
5132
$172K ﹤0.01%
46,641
+815
5133
$172K ﹤0.01%
12,867
+8,341
5134
$172K ﹤0.01%
13,871
+6,479
5135
$171K ﹤0.01%
9,204
-30,317
5136
$171K ﹤0.01%
27,150
+6,041
5137
$171K ﹤0.01%
147,009
-11,925
5138
$169K ﹤0.01%
3,862
5139
$169K ﹤0.01%
7,097
-1,055
5140
$169K ﹤0.01%
33,367
-405,392
5141
$168K ﹤0.01%
348,682
-2,199
5142
$168K ﹤0.01%
+11,030
5143
$168K ﹤0.01%
27,303
-3,565
5144
$167K ﹤0.01%
78,138
-10,076
5145
$167K ﹤0.01%
12,860
-1
5146
$167K ﹤0.01%
20,545
-6,717
5147
$166K ﹤0.01%
35,372
-3,822
5148
$166K ﹤0.01%
2,250
5149
$165K ﹤0.01%
7,381
-4,390
5150
$165K ﹤0.01%
122,095
+17,291