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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
6051
-2,875
6052
-56,653
6053
-54,266
6054
-276,814
6055
-3,807
6056
-3,202
6057
-797,272
6058
-836,641
6059
-2,207,676
6060
$0 ﹤0.01%
+12
6061
-9,183
6062
-1,610
6063
-1,005,757
6064
-40,473
6065
-95,151
6066
-1,220,832
6067
-10,536,334
6068
-11,481
6069
-12,134
6070
-605
6071
-2,174
6072
$0 ﹤0.01%
6
-1,177
6073
$0 ﹤0.01%
7
6074
0
6075
-2,757