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
5201
$86K ﹤0.01%
+2,945
5202
$86K ﹤0.01%
2,371
-3,384
5203
$85K ﹤0.01%
929
-312
5204
$85K ﹤0.01%
1,356
+797
5205
$85K ﹤0.01%
7,597
-22,393
5206
$85K ﹤0.01%
5,475
+2,242
5207
$85K ﹤0.01%
350
+135
5208
$85K ﹤0.01%
6,740
+5,373
5209
$85K ﹤0.01%
3,390
-4
5210
$84K ﹤0.01%
2,542
+552
5211
$84K ﹤0.01%
4,200
5212
$84K ﹤0.01%
1,616
-273
5213
$84K ﹤0.01%
24,301
-228,658
5214
$83K ﹤0.01%
4,264
-231
5215
$83K ﹤0.01%
5,112
+4,064
5216
$82K ﹤0.01%
6,720
-177
5217
$82K ﹤0.01%
836
+566
5218
$82K ﹤0.01%
3,452
+1,096
5219
$82K ﹤0.01%
+291
5220
$82K ﹤0.01%
8,837
-6,662
5221
$82K ﹤0.01%
+2,545
5222
$82K ﹤0.01%
5,766
+47
5223
$82K ﹤0.01%
5,000
-250
5224
$81K ﹤0.01%
2,821
+2,036
5225
$81K ﹤0.01%
9,417