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
5401
$92.5K ﹤0.01%
9,588
-17,288
5402
$92.5K ﹤0.01%
29,278
-18
5403
$92.3K ﹤0.01%
4,932
-70,844
5404
$92.2K ﹤0.01%
4,571
5405
$92.1K ﹤0.01%
7,087
-3,106
5406
$91.8K ﹤0.01%
23,291
+22,809
5407
$91.4K ﹤0.01%
+10,211
5408
$91.3K ﹤0.01%
+1,000
5409
$91.2K ﹤0.01%
22,141
+2,624
5410
$91.1K ﹤0.01%
+2,464
5411
$90.2K ﹤0.01%
10,737
5412
$90K ﹤0.01%
7,797
+463
5413
$89.9K ﹤0.01%
+983
5414
$89.9K ﹤0.01%
11,461
-128,493
5415
$89.3K ﹤0.01%
4,611
-1,102
5416
$89.3K ﹤0.01%
12,737
-1,600
5417
$89.3K ﹤0.01%
36,434
-470
5418
$89.2K ﹤0.01%
2,115
-1,045
5419
$88.7K ﹤0.01%
41,266
-9,956
5420
$88.5K ﹤0.01%
+24,445
5421
$88.2K ﹤0.01%
24,105
-1,558
5422
$88.1K ﹤0.01%
8,261
-671
5423
$88K ﹤0.01%
10,613
+217
5424
$87.9K ﹤0.01%
12,029
-3,408
5425
$87.8K ﹤0.01%
35,387
-10,673