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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
5526
$13K ﹤0.01%
6,895
-422
5527
$13K ﹤0.01%
600
5528
$13K ﹤0.01%
3,915
-4,194
5529
$13K ﹤0.01%
2,420
5530
$13K ﹤0.01%
4,985
+4,515
5531
$13K ﹤0.01%
169
-202
5532
$13K ﹤0.01%
115
-1,129
5533
$13K ﹤0.01%
1,352
+971
5534
$13K ﹤0.01%
+1,604
5535
$13K ﹤0.01%
+78,394
5536
$13K ﹤0.01%
+5,904
5537
$12K ﹤0.01%
3,270
-47,480
5538
$12K ﹤0.01%
+696
5539
$12K ﹤0.01%
1,403
+753
5540
$12K ﹤0.01%
2,576
-240
5541
$12K ﹤0.01%
72
+42
5542
$12K ﹤0.01%
2,400
+600
5543
$12K ﹤0.01%
1,353
+676
5544
$12K ﹤0.01%
415
-306
5545
$12K ﹤0.01%
8,399
-1,429
5546
$12K ﹤0.01%
918
5547
$12K ﹤0.01%
152
-296
5548
$12K ﹤0.01%
3,196
+2,938
5549
$12K ﹤0.01%
+2,632
5550
$12K ﹤0.01%
322