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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
6026
-179,000
6027
-110,000
6028
-2,908
6029
-207,000
6030
-1,502
6031
-46,849
6032
-4,864
6033
-1,983
6034
-6,359
6035
-1
6036
-10,349
6037
-2,295
6038
-449
6039
-3,071
6040
-17,571
6041
-67,460
6042
-11
6043
-31,213
6044
-6,261
6045
-232,727
6046
-26,739
6047
-874,264
6048
-47,017
6049
-594,525
6050
-197,794