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
5301
$69K ﹤0.01%
+6,500
5302
$69K ﹤0.01%
8,898
-461
5303
$68K ﹤0.01%
26,912
5304
$68K ﹤0.01%
7,494
5305
$68K ﹤0.01%
1,672
-1,326
5306
$68K ﹤0.01%
9,828
+3,976
5307
$68K ﹤0.01%
3,001
+1,119
5308
$68K ﹤0.01%
24
+16
5309
$68K ﹤0.01%
4,369
-829
5310
$68K ﹤0.01%
6,384
+2,652
5311
$68K ﹤0.01%
2,657
-190
5312
$68K ﹤0.01%
9,874
+4,951
5313
$68K ﹤0.01%
6,301
-522,690
5314
$68K ﹤0.01%
3,646
-2,999
5315
$67K ﹤0.01%
1,350
+305
5316
$67K ﹤0.01%
1,852
-12,809
5317
$67K ﹤0.01%
+2,540
5318
$67K ﹤0.01%
+2,532
5319
$67K ﹤0.01%
12,499
-645
5320
$67K ﹤0.01%
4,407
-84
5321
$67K ﹤0.01%
1,470
+478
5322
$67K ﹤0.01%
2,700
-1,720
5323
$67K ﹤0.01%
29,269
+19,031
5324
$67K ﹤0.01%
11,660
-34,869
5325
$66K ﹤0.01%
1,586
+570