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
2051
$24.4M ﹤0.01%
685,499
-1,441
2052
$24.3M ﹤0.01%
905,390
+113,389
2053
$24.3M ﹤0.01%
542,338
-99,956
2054
$24.3M ﹤0.01%
434,510
+857
2055
$24.2M ﹤0.01%
334,751
+114,378
2056
$24.1M ﹤0.01%
300,933
-33,717
2057
$24.1M ﹤0.01%
1,979,145
-109,101
2058
$24.1M ﹤0.01%
6,672,685
+270,073
2059
$24.1M ﹤0.01%
1,488,210
+122,765
2060
$24M ﹤0.01%
2,322,598
-985,598
2061
$24M ﹤0.01%
2,284,573
+806,294
2062
$24M ﹤0.01%
1,621,393
+675,487
2063
$24M ﹤0.01%
177,237
+61,817
2064
$23.9M ﹤0.01%
422,777
+42,932
2065
$23.9M ﹤0.01%
1,076,799
-67,160
2066
$23.9M ﹤0.01%
514,331
+58,284
2067
$23.7M ﹤0.01%
1,005,112
+299,209
2068
$23.7M ﹤0.01%
248,317
-35,553
2069
$23.6M ﹤0.01%
2,700,110
+43,437
2070
$23.6M ﹤0.01%
1,758,840
+41,691
2071
$23.6M ﹤0.01%
8,022,629
+5,880,575
2072
$23.6M ﹤0.01%
152,772
-8,143
2073
$23.5M ﹤0.01%
772,203
-194,838
2074
$23.4M ﹤0.01%
488,657
-19,851
2075
$23.4M ﹤0.01%
1,010,425
-29,372