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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
5501
$14K ﹤0.01%
500
-500
5502
$14K ﹤0.01%
1,784
-2,344
5503
$14K ﹤0.01%
2,789
-670
5504
$14K ﹤0.01%
4,133
-595
5505
$14K ﹤0.01%
15,548
-6,013
5506
$14K ﹤0.01%
69,505
-2,345
5507
$14K ﹤0.01%
3,419
-809
5508
$14K ﹤0.01%
10,951
+3,852
5509
$14K ﹤0.01%
310
5510
$14K ﹤0.01%
1,002
-118
5511
$14K ﹤0.01%
+1,090
5512
$14K ﹤0.01%
3
5513
$14K ﹤0.01%
913
5514
$14K ﹤0.01%
1,178
-861
5515
$14K ﹤0.01%
182
-3,047
5516
$13K ﹤0.01%
1,047
-1,613
5517
$13K ﹤0.01%
1,424
-3,064
5518
$13K ﹤0.01%
4,947
-41,701
5519
$13K ﹤0.01%
875
5520
$13K ﹤0.01%
+550
5521
$13K ﹤0.01%
+3,096
5522
$13K ﹤0.01%
3,825
-977
5523
$13K ﹤0.01%
538
-22,408
5524
$13K ﹤0.01%
16,039
-9,431
5525
$13K ﹤0.01%
521
+57