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
5226
$137K ﹤0.01%
64,155
+27,664
5227
$136K ﹤0.01%
5,285
-1,213
5228
$136K ﹤0.01%
12,499
-24,103
5229
$136K ﹤0.01%
4,493
-1,562
5230
$136K ﹤0.01%
36,047
-538
5231
$136K ﹤0.01%
341,246
-2,064,982
5232
$136K ﹤0.01%
21,723
-2,257
5233
$136K ﹤0.01%
28,868
-3,474
5234
$136K ﹤0.01%
13,991
+3,412
5235
$135K ﹤0.01%
81,532
-5,856
5236
$135K ﹤0.01%
+2,000
5237
$135K ﹤0.01%
64,159
+32,573
5238
$134K ﹤0.01%
17,500
+1,860
5239
$133K ﹤0.01%
12,287
-3,585
5240
$133K ﹤0.01%
6,999
+1,430
5241
$133K ﹤0.01%
5,517
-9,368
5242
$132K ﹤0.01%
3,183
-22,814
5243
$132K ﹤0.01%
3,344
-892
5244
$131K ﹤0.01%
4,177
5245
$131K ﹤0.01%
17,449
+296
5246
$130K ﹤0.01%
12,170
-5,033
5247
$130K ﹤0.01%
9,130
+1,469
5248
$130K ﹤0.01%
53,346
-8,215
5249
$130K ﹤0.01%
2,751
-88,423
5250
$130K ﹤0.01%
13,712
+989