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
5276
$124K ﹤0.01%
16,792
+16,562
5277
$124K ﹤0.01%
1,713
-6,816
5278
$124K ﹤0.01%
3,459
+3,159
5279
$124K ﹤0.01%
94,452
-35,528
5280
$124K ﹤0.01%
50,059
+21,070
5281
$124K ﹤0.01%
4,734
-682
5282
$124K ﹤0.01%
71,031
-471,909
5283
$123K ﹤0.01%
1,989
+1,659
5284
$122K ﹤0.01%
20,713
+11,083
5285
$122K ﹤0.01%
2,899
-1,361
5286
$122K ﹤0.01%
7,463
+3,548
5287
$122K ﹤0.01%
42,667
-13,520
5288
$122K ﹤0.01%
9,313
-1,575
5289
$121K ﹤0.01%
5,324
-223
5290
$121K ﹤0.01%
143,978
+127,865
5291
$121K ﹤0.01%
31,721
-4,474
5292
$120K ﹤0.01%
3,252
-633
5293
$120K ﹤0.01%
3,600
5294
$120K ﹤0.01%
+6,109
5295
$120K ﹤0.01%
37,773
-6,245
5296
$120K ﹤0.01%
+2,723
5297
$120K ﹤0.01%
56,372
-6,509
5298
$119K ﹤0.01%
5,711
+250
5299
$118K ﹤0.01%
26,017
-35,300
5300
$118K ﹤0.01%
17,475
-81,005