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
1701
$37.7M ﹤0.01%
519,302
+99,310
1702
$37.6M ﹤0.01%
2,012,754
+72,342
1703
$37.6M ﹤0.01%
523,874
-152,083
1704
$37.6M ﹤0.01%
1,118,614
+55,660
1705
$37.5M ﹤0.01%
1,030,175
+25,508
1706
$37.5M ﹤0.01%
567,886
-7,647
1707
$37.3M ﹤0.01%
2,349,794
-218,359
1708
$37.3M ﹤0.01%
1,120,308
-15,284
1709
$37.2M ﹤0.01%
764,741
+63,867
1710
$37M ﹤0.01%
1,025,024
-287,207
1711
$36.9M ﹤0.01%
1,372,940
-172,428
1712
$36.9M ﹤0.01%
601,633
+51,392
1713
$36.9M ﹤0.01%
496,654
+8,602
1714
$36.8M ﹤0.01%
149,730
+14,470
1715
$36.8M ﹤0.01%
577,860
+5,869
1716
$36.8M ﹤0.01%
707,404
+221,039
1717
$36.8M ﹤0.01%
660,190
-356,211
1718
$36.8M ﹤0.01%
677,284
+177,777
1719
$36.8M ﹤0.01%
273,610
-158,739
1720
$36.8M ﹤0.01%
811,446
-21,116
1721
$36.4M ﹤0.01%
3,247,032
+2,261,453
1722
$36.4M ﹤0.01%
1,748,870
-100,134
1723
$36.3M ﹤0.01%
487,942
-4,850
1724
$36.3M ﹤0.01%
184,640
-11,927
1725
$36.3M ﹤0.01%
285,163
+23,231