Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.08%
 

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
+23.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$946B
AUM Growth
+$18.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,138
New
Increased
Reduced
Closed

Top Buys

1 +$13.1B
2 +$13.1B
3 +$4.7B
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.36B
5
AAPL icon
Apple
AAPL
+$2.41B

Top Sells

1 +$3.86B
2 +$803M
3 +$692M
4
HD icon
Home Depot
HD
+$677M
5
MCHP icon
Microchip Technology
MCHP
+$618M

Sector Composition

1 Technology 13.23%
2 Financials 7.73%
3 Healthcare 7.49%
4 Industrials 5.77%
5 Consumer Discretionary 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3676
$2.46M ﹤0.01%
194,442
+50,974
3677
$2.45M ﹤0.01%
251,628
+240,000
3678
$2.44M ﹤0.01%
220,332
+47,090
3679
$2.44M ﹤0.01%
37,535
-2,786
3680
$2.44M ﹤0.01%
44,672
+33,480
3681
$2.43M ﹤0.01%
22,140
+7,464
3682
$2.43M ﹤0.01%
235,693
+28,855
3683
$2.43M ﹤0.01%
100,047
+6,174
3684
$2.43M ﹤0.01%
140,437
-110,778
3685
$2.42M ﹤0.01%
231,577
+15,301
3686
$2.42M ﹤0.01%
91,623
+47,156
3687
$2.42M ﹤0.01%
75,583
-66,960
3688
$2.42M ﹤0.01%
65,653
-3,665
3689
$2.42M ﹤0.01%
275,046
-295,569
3690
$2.42M ﹤0.01%
217,120
-819,160
3691
$2.42M ﹤0.01%
90,695
-46,453
3692
$2.41M ﹤0.01%
23,656
-14,244
3693
$2.41M ﹤0.01%
181,248
+12,503
3694
$2.41M ﹤0.01%
59,167
+29,631
3695
$2.4M ﹤0.01%
157,650
+31,457
3696
$2.4M ﹤0.01%
41,768
-1,079
3697
$2.4M ﹤0.01%
181,419
+21,633
3698
$2.39M ﹤0.01%
55,678
+805
3699
$2.38M ﹤0.01%
181,099
-12,990
3700
$2.37M ﹤0.01%
229,637
+42,596