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
1926
$28.3M ﹤0.01%
307,103
-8,918
1927
$28.3M ﹤0.01%
1,144,052
+204,512
1928
$28.2M ﹤0.01%
521,539
+107,745
1929
$28.2M ﹤0.01%
745,218
-11,802
1930
$28.1M ﹤0.01%
1,274,088
+73,438
1931
$28.1M ﹤0.01%
1,754,001
-193,656
1932
$28M ﹤0.01%
1,337,856
+11,560
1933
$28M ﹤0.01%
609,214
+9,643
1934
$28M ﹤0.01%
1,489,890
+112,415
1935
$27.9M ﹤0.01%
3,104,313
-258,966
1936
$27.9M ﹤0.01%
321,612
+3,004
1937
$27.9M ﹤0.01%
802,802
+430,398
1938
$27.9M ﹤0.01%
3,213,288
+275,835
1939
$27.9M ﹤0.01%
443,513
+38,622
1940
$27.8M ﹤0.01%
466,693
+214,631
1941
$27.8M ﹤0.01%
1,209,224
-1,353,571
1942
$27.7M ﹤0.01%
1,136,565
+74,556
1943
$27.7M ﹤0.01%
494,325
-164,843
1944
$27.7M ﹤0.01%
1,440,862
-37,754
1945
$27.7M ﹤0.01%
958,927
-70,484
1946
$27.7M ﹤0.01%
723,022
+252,988
1947
$27.7M ﹤0.01%
806,420
+215,298
1948
$27.7M ﹤0.01%
818,778
+111,245
1949
$27.6M ﹤0.01%
3,102,352
+444,518
1950
$27.6M ﹤0.01%
309,347
-50,111