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
5151
$165K ﹤0.01%
137,260
-7,768
5152
$165K ﹤0.01%
45,618
-72,048
5153
$165K ﹤0.01%
9,545
+7,631
5154
$164K ﹤0.01%
6,247
+19
5155
$164K ﹤0.01%
30,810
-36
5156
$164K ﹤0.01%
3,054
-2,534
5157
$162K ﹤0.01%
13,037
+2,769
5158
$162K ﹤0.01%
8,570
-15,506
5159
$162K ﹤0.01%
3,315
-4,712
5160
$162K ﹤0.01%
5,217
+3,167
5161
$161K ﹤0.01%
9,361
-4,502
5162
$160K ﹤0.01%
25,633
-5,651
5163
$159K ﹤0.01%
12,388
-1,161
5164
$159K ﹤0.01%
3,392
+369
5165
$159K ﹤0.01%
19,157
-3,248
5166
$159K ﹤0.01%
+51,690
5167
$159K ﹤0.01%
20,454
-67,306
5168
$158K ﹤0.01%
4,812
-3,819
5169
$158K ﹤0.01%
2,359
+33
5170
$158K ﹤0.01%
14,204
-3,014
5171
$158K ﹤0.01%
4,549
+1,819
5172
$157K ﹤0.01%
3,549
-687
5173
$157K ﹤0.01%
8,038
+1,481
5174
$156K ﹤0.01%
+3,000
5175
$156K ﹤0.01%
5,861
+1,355