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
5176
$156K ﹤0.01%
4,690
-67,310
5177
$156K ﹤0.01%
4,082
-825
5178
$155K ﹤0.01%
124,276
+116,876
5179
$155K ﹤0.01%
3,921
+1,100
5180
$155K ﹤0.01%
13,352
5181
$155K ﹤0.01%
4,752
-1,847
5182
$155K ﹤0.01%
9,537
-3,853
5183
$155K ﹤0.01%
52,110
-1,840
5184
$153K ﹤0.01%
4,816
-2,862
5185
$153K ﹤0.01%
12,242
-35,331
5186
$153K ﹤0.01%
80,316
+77,738
5187
$152K ﹤0.01%
14,780
+2,511
5188
$152K ﹤0.01%
40,790
-295,609
5189
$152K ﹤0.01%
16,623
+11,395
5190
$151K ﹤0.01%
11,691
+7
5191
$151K ﹤0.01%
5,682
-63,796
5192
$149K ﹤0.01%
14,429
-561
5193
$149K ﹤0.01%
9,231
+9,223
5194
$149K ﹤0.01%
2,736
+455
5195
$149K ﹤0.01%
2,251
+1,212
5196
$148K ﹤0.01%
3,967
-5,396
5197
$148K ﹤0.01%
29,500
+20,000
5198
$147K ﹤0.01%
4,198
-814
5199
$147K ﹤0.01%
31,297
+7,462
5200
$147K ﹤0.01%
11,643
+2,714