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
5551
$35K ﹤0.01%
4,437
-18,150
5552
$35K ﹤0.01%
2,426
5553
$34K ﹤0.01%
+1,004
5554
$34K ﹤0.01%
+1,654
5555
$34K ﹤0.01%
1,921
+1,607
5556
$34K ﹤0.01%
5,342
+2,512
5557
$34K ﹤0.01%
2,358
-1,932
5558
$34K ﹤0.01%
3,698
-1,084
5559
$34K ﹤0.01%
10,100
+3,900
5560
$33K ﹤0.01%
13,315
-454
5561
$33K ﹤0.01%
1,283
-153
5562
$33K ﹤0.01%
6,895
+5,238
5563
$33K ﹤0.01%
640
-4,303
5564
$33K ﹤0.01%
7,322
-74,850
5565
$32K ﹤0.01%
150
+22
5566
$32K ﹤0.01%
2,300
-42
5567
$32K ﹤0.01%
1,503
+1,126
5568
$32K ﹤0.01%
1,289
+471
5569
$32K ﹤0.01%
4,100
5570
$32K ﹤0.01%
18
5571
$32K ﹤0.01%
+939
5572
$32K ﹤0.01%
965
+155
5573
$32K ﹤0.01%
700
-25
5574
$31K ﹤0.01%
2,373
+829
5575
$31K ﹤0.01%
3,918
-5,423