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
1251
$71.7M 0.01%
795,343
+183,511
1252
$71.6M 0.01%
6,720,735
-52,024
1253
$71.5M 0.01%
1,906,011
+164,425
1254
$71.1M 0.01%
316,294
+19,557
1255
$71.1M 0.01%
2,789,991
+287,647
1256
$71.1M 0.01%
2,577,065
+131,287
1257
$70.9M 0.01%
1,314,531
+687,768
1258
$70.8M 0.01%
39,409
-1,646
1259
$70.7M 0.01%
9,231,991
+1,377,897
1260
$70.7M 0.01%
1,299,381
+626,452
1261
$70.6M 0.01%
567,582
+105,031
1262
$70.6M 0.01%
1,829,261
-164,924
1263
$70.5M 0.01%
401,728
-8,218
1264
$70.5M 0.01%
1,320,461
+1,059,860
1265
$70.5M 0.01%
1,448,415
+61,645
1266
$70.4M 0.01%
1,418,134
+356,783
1267
$70.4M 0.01%
1,127,990
-9,569
1268
$70.3M 0.01%
705,671
+43,414
1269
$70.2M 0.01%
631,483
-243,851
1270
$70.2M 0.01%
3,393,149
-657,276
1271
$70.1M 0.01%
4,596,731
+2,955,661
1272
$70.1M 0.01%
923,951
-194,978
1273
$69.8M 0.01%
845,567
+70,865
1274
$69.8M 0.01%
598,135
+178,955
1275
$69.6M 0.01%
272,217
-16,189