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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
5651
$7K ﹤0.01%
67
-25
5652
$7K ﹤0.01%
4,612
+604
5653
$7K ﹤0.01%
600
5654
$7K ﹤0.01%
3,346
-33,211
5655
$7K ﹤0.01%
2,247
+623
5656
$7K ﹤0.01%
2,400
5657
$7K ﹤0.01%
602
-1,166
5658
$7K ﹤0.01%
1,400
-336
5659
$7K ﹤0.01%
152
-37
5660
$7K ﹤0.01%
+870
5661
$7K ﹤0.01%
210
-471
5662
$7K ﹤0.01%
+827
5663
$7K ﹤0.01%
2
5664
$7K ﹤0.01%
843
-786
5665
$7K ﹤0.01%
200
-9,622
5666
$7K ﹤0.01%
10,046
-343
5667
$7K ﹤0.01%
3,421
-218
5668
$7K ﹤0.01%
4,350
-5,302
5669
$6K ﹤0.01%
1,071
-155
5670
$6K ﹤0.01%
5,775
-74,496
5671
$6K ﹤0.01%
717
+51
5672
$6K ﹤0.01%
182
-1,143
5673
$6K ﹤0.01%
1,137
+757
5674
$6K ﹤0.01%
+1,215
5675
$6K ﹤0.01%
520
-91,221