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
5226
$80K ﹤0.01%
9,003
+6,656
5227
$80K ﹤0.01%
+100
5228
$80K ﹤0.01%
20,570
-5,946
5229
$80K ﹤0.01%
10,219
-692
5230
$80K ﹤0.01%
7,288
5231
$80K ﹤0.01%
14,650
-2,083
5232
$79K ﹤0.01%
2,766
5233
$79K ﹤0.01%
49,786
-334,021
5234
$79K ﹤0.01%
19,298
+5,301
5235
$79K ﹤0.01%
5,501
-3,991
5236
$78K ﹤0.01%
+1,925
5237
$78K ﹤0.01%
+1,858
5238
$78K ﹤0.01%
3,107
+1,748
5239
$78K ﹤0.01%
23,875
+9,579
5240
$78K ﹤0.01%
5,503
-2,719
5241
$78K ﹤0.01%
1,413
-7,519
5242
$78K ﹤0.01%
1,467
-2,479
5243
$78K ﹤0.01%
3,635
+219
5244
$78K ﹤0.01%
3,817
+1,484
5245
$77K ﹤0.01%
2,417
-1,500
5246
$77K ﹤0.01%
22,970
+3,817
5247
$77K ﹤0.01%
1,650
-350
5248
$77K ﹤0.01%
1,779
+129
5249
$77K ﹤0.01%
925
5250
$77K ﹤0.01%
17,030
+4,187