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
5151
$95K ﹤0.01%
9,593
+2,889
5152
$95K ﹤0.01%
17,695
-3,013
5153
$95K ﹤0.01%
4,799
-9,450
5154
$95K ﹤0.01%
8,038
+4,075
5155
$95K ﹤0.01%
2,807
+378
5156
$95K ﹤0.01%
3,603
+1,230
5157
$95K ﹤0.01%
26,497
+11,706
5158
$94K ﹤0.01%
29,512
-344,985
5159
$94K ﹤0.01%
15,238
-19,963
5160
$93K ﹤0.01%
21,000
-214
5161
$93K ﹤0.01%
3,580
+1,088
5162
$93K ﹤0.01%
3,526
-179
5163
$93K ﹤0.01%
9,807
+4,334
5164
$92K ﹤0.01%
1,787
-306
5165
$92K ﹤0.01%
2,634
-944
5166
$92K ﹤0.01%
13,604
-89,114
5167
$92K ﹤0.01%
6,656
-5,239
5168
$92K ﹤0.01%
16,374
+6,902
5169
$92K ﹤0.01%
36,938
+9,938
5170
$92K ﹤0.01%
17,355
+7,138
5171
$92K ﹤0.01%
2,783
-4,889
5172
$91K ﹤0.01%
6,025
+2,413
5173
$91K ﹤0.01%
3,762
-3
5174
$91K ﹤0.01%
6,086
+2,420
5175
$91K ﹤0.01%
3,582
+1,874