Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.09%
 

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
+23.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.24T
AUM Growth
+$115B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,626
New
Increased
Reduced
Closed

Top Buys

1 +$1.88B
2 +$1.6B
3 +$1.47B
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.29B
5
VZ icon
Verizon
VZ
+$1.09B

Top Sells

1 +$2.76B
2 +$2.3B
3 +$1.28B
4
AAPL icon
Apple
AAPL
+$1.03B
5
NVDA icon
NVIDIA
NVDA
+$1.02B

Sector Composition

1 Technology 16.57%
2 Financials 8.83%
3 Consumer Discretionary 5.92%
4 Industrials 5.87%
5 Healthcare 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
$76.5M 0.01%
778,895
-36,015
1202
$76.4M 0.01%
173,062
-13,523
1203
$76.4M 0.01%
8,114,531
-880,926
1204
$76.1M 0.01%
455,068
-7,434
1205
$76M 0.01%
781,398
-44,030
1206
$75.6M 0.01%
1,018,005
-304,419
1207
$75.5M 0.01%
843,462
-103,015
1208
$75.2M 0.01%
278,622
-16,756
1209
$75.2M 0.01%
307,545
+14,147
1210
$74.9M 0.01%
379,192
-2,011
1211
$74.8M 0.01%
1,404,278
+301,630
1212
$74.5M 0.01%
1,561,198
-25,220
1213
$74.2M 0.01%
708,734
+12,180
1214
$74.2M 0.01%
1,767,574
+500,309
1215
$74.2M 0.01%
1,183,527
+1,072,434
1216
$74.1M 0.01%
1,637,344
-108,158
1217
$74M 0.01%
515,641
+77,325
1218
$73.7M 0.01%
946,442
-120,706
1219
$73.7M 0.01%
1,783,094
+76,675
1220
$73.5M 0.01%
2,041,344
-1,984,239
1221
$73.5M 0.01%
1,523,298
+132,777
1222
$73.4M 0.01%
797,342
+91,360
1223
$73.4M 0.01%
952,124
-248,169
1224
$73.4M 0.01%
540,946
+11,102
1225
$73.3M 0.01%
386,385
-189,558