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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
6001
-10,190
6002
0
6003
-41,693
6004
-1,447
6005
-98,676
6006
-144,655
6007
0
6008
-354,831
6009
-1,246,250
6010
-349,000
6011
-2,706,440
6012
-14,916
6013
-104,927
6014
-72,269
6015
-39,532
6016
-465
6017
-2,019,249
6018
-39,361
6019
-2,094
6020
-5,365
6021
-7,062
6022
-32,369
6023
-57,117
6024
-35,882
6025
-575