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
2401
$15.9M ﹤0.01%
863,278
+293,106
2402
$15.8M ﹤0.01%
1,489,138
+294,959
2403
$15.8M ﹤0.01%
721,623
-65,453
2404
$15.8M ﹤0.01%
279,741
-150,001
2405
$15.8M ﹤0.01%
1,098,923
-170,488
2406
$15.7M ﹤0.01%
458,769
-834,466
2407
$15.7M ﹤0.01%
916,795
+224,650
2408
$15.7M ﹤0.01%
240,931
-5,917
2409
$15.6M ﹤0.01%
2,841,315
-13,715
2410
$15.6M ﹤0.01%
1,332,158
+305,271
2411
$15.6M ﹤0.01%
3,758,600
+1,819,129
2412
$15.6M ﹤0.01%
1,536,713
-246,409
2413
$15.6M ﹤0.01%
464,616
+91,986
2414
$15.5M ﹤0.01%
273,245
-6,026
2415
$15.5M ﹤0.01%
375,704
+66,451
2416
$15.5M ﹤0.01%
390,127
-120,799
2417
$15.4M ﹤0.01%
238,298
+97,018
2418
$15.4M ﹤0.01%
464,483
-22,798
2419
$15.4M ﹤0.01%
539,368
+206
2420
$15.3M ﹤0.01%
137,040
-14,757
2421
$15.3M ﹤0.01%
1,808,242
-261,068
2422
$15.3M ﹤0.01%
1,001,508
+211,874
2423
$15.2M ﹤0.01%
318,845
+145,507
2424
$15.2M ﹤0.01%
514,807
+62,274
2425
$15.2M ﹤0.01%
1,275,220
-61,414