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Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 25.25%
 

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
+25.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$528B
AUM Growth
-$116B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,703
New
Increased
Reduced
Closed

Top Buys

1 +$9.06B
2 +$4.24B
3 +$2.1B
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.63B
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.06B

Top Sells

1 +$1.96B
2 +$1.95B
3 +$1.78B
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.08B
5
AAPL icon
Apple
AAPL
+$1.06B

Sector Composition

1 Technology 11.42%
2 Healthcare 8.77%
3 Financials 7.77%
4 Industrials 5.76%
5 Consumer Discretionary 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
5401
$22K ﹤0.01%
913
+791
5402
$22K ﹤0.01%
994
-2,868
5403
$22K ﹤0.01%
356
-78
5404
$21K ﹤0.01%
1,670
5405
$21K ﹤0.01%
1,601
-1,993
5406
$21K ﹤0.01%
988
-760
5407
$21K ﹤0.01%
1,098
-261
5408
$21K ﹤0.01%
+2,210
5409
$21K ﹤0.01%
19,177
-900
5410
$21K ﹤0.01%
5,613
+5,461
5411
$21K ﹤0.01%
333
-189
5412
$21K ﹤0.01%
7,913
-40,103
5413
$21K ﹤0.01%
3,393
-57,840
5414
$21K ﹤0.01%
8,055
-801
5415
$21K ﹤0.01%
40
+19
5416
$20K ﹤0.01%
+918
5417
$20K ﹤0.01%
1,393
-288,874
5418
$20K ﹤0.01%
90
-2
5419
$20K ﹤0.01%
2,067
-1,934
5420
$20K ﹤0.01%
6,171
-509
5421
$20K ﹤0.01%
+574
5422
$20K ﹤0.01%
2,800
+1,134
5423
$20K ﹤0.01%
10
-3
5424
$20K ﹤0.01%
4,440
-7,121
5425
$20K ﹤0.01%
+929