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
2101
$22.5M ﹤0.01%
355,810
+28,030
2102
$22.5M ﹤0.01%
2,670,885
+875,844
2103
$22.5M ﹤0.01%
118,969
-41,602
2104
$22.5M ﹤0.01%
589,465
+291,639
2105
$22.5M ﹤0.01%
324,000
-31,267
2106
$22.5M ﹤0.01%
601,586
+103,206
2107
$22.4M ﹤0.01%
603,490
-1,956
2108
$22.4M ﹤0.01%
301,427
+75,440
2109
$22.4M ﹤0.01%
357,438
+109,365
2110
$22.4M ﹤0.01%
927,449
+17,545
2111
$22.3M ﹤0.01%
1,727,212
-548,561
2112
$22.3M ﹤0.01%
595,604
+191,858
2113
$22.3M ﹤0.01%
220,608
+60,335
2114
$22.2M ﹤0.01%
476,510
+170,339
2115
$22.2M ﹤0.01%
494,342
-76,487
2116
$22.2M ﹤0.01%
1,904,629
+569,109
2117
$22.2M ﹤0.01%
86,623
-1,215
2118
$22.2M ﹤0.01%
184,303
-10,680
2119
$22.2M ﹤0.01%
1,049,503
+973,800
2120
$22.1M ﹤0.01%
197,838
+2,473
2121
$22.1M ﹤0.01%
508,987
+83,107
2122
$22.1M ﹤0.01%
417,448
+61,177
2123
$22M ﹤0.01%
2,282,337
+1,257,251
2124
$22M ﹤0.01%
1,208,939
+507,164
2125
$22M ﹤0.01%
1,871,942
-4,260,720