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
1726
$36.3M ﹤0.01%
417,642
+181,025
1727
$36.2M ﹤0.01%
215,963
+30,828
1728
$36.2M ﹤0.01%
396,852
+206,929
1729
$36.1M ﹤0.01%
280,171
+85,231
1730
$36.1M ﹤0.01%
30,747
-202
1731
$36.1M ﹤0.01%
1,048,895
+119,628
1732
$36M ﹤0.01%
625,685
-183,838
1733
$36M ﹤0.01%
1,388,008
-39,384
1734
$36M ﹤0.01%
1,345,670
-171,427
1735
$36M ﹤0.01%
3,838,872
+967,873
1736
$35.9M ﹤0.01%
2,410,492
+2,972
1737
$35.8M ﹤0.01%
1,478,991
-481,892
1738
$35.8M ﹤0.01%
1,066,649
-183,806
1739
$35.8M ﹤0.01%
694,358
-133,691
1740
$35.7M ﹤0.01%
588,353
-41,685
1741
$35.7M ﹤0.01%
1,760,041
+166,275
1742
$35.7M ﹤0.01%
439,707
+2,299
1743
$35.7M ﹤0.01%
3,569,589
+113,903
1744
$35.7M ﹤0.01%
708,560
+100,621
1745
$35.5M ﹤0.01%
683,612
-61,475
1746
$35.5M ﹤0.01%
2,431,710
+316,647
1747
$35.4M ﹤0.01%
1,014,645
-52,199
1748
$35.4M ﹤0.01%
1,138,155
+10,769
1749
$35.3M ﹤0.01%
415,965
+138,889
1750
$35.3M ﹤0.01%
2,959,153
+50,364