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
3701
$2.37M ﹤0.01%
179,470
+38,151
3702
$2.37M ﹤0.01%
39,178
+12,028
3703
$2.37M ﹤0.01%
256,180
+101,065
3704
$2.36M ﹤0.01%
40,900
+11,744
3705
$2.36M ﹤0.01%
+240,000
3706
$2.36M ﹤0.01%
72,665
+41,387
3707
$2.35M ﹤0.01%
121,995
-56,000
3708
$2.35M ﹤0.01%
67,190
-9,828
3709
$2.35M ﹤0.01%
62,468
+49,746
3710
$2.34M ﹤0.01%
104,071
-64,473
3711
$2.34M ﹤0.01%
238,083
3712
$2.34M ﹤0.01%
31,215
-12,642
3713
$2.34M ﹤0.01%
106,554
-1,505
3714
$2.34M ﹤0.01%
206,205
-30,117
3715
$2.34M ﹤0.01%
25,714
-2,504
3716
$2.33M ﹤0.01%
214,047
-26,992
3717
$2.32M ﹤0.01%
185,911
+141,309
3718
$2.31M ﹤0.01%
62,539
-6,974
3719
$2.31M ﹤0.01%
235,817
+98,570
3720
$2.3M ﹤0.01%
94,613
+16,327
3721
$2.3M ﹤0.01%
375,808
+289,712
3722
$2.3M ﹤0.01%
10,447
+7,297
3723
$2.3M ﹤0.01%
71,014
+24,039
3724
$2.3M ﹤0.01%
56,370
-555
3725
$2.29M ﹤0.01%
84,591
-17,534