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
3751
$2.22M ﹤0.01%
313,888
+84,327
3752
$2.22M ﹤0.01%
287,200
+169,494
3753
$2.22M ﹤0.01%
205,755
-69,340
3754
$2.21M ﹤0.01%
94,112
+11,425
3755
$2.21M ﹤0.01%
46,448
+39,711
3756
$2.21M ﹤0.01%
138,878
+112,859
3757
$2.21M ﹤0.01%
38,706
-31,247
3758
$2.2M ﹤0.01%
89,894
-14,496
3759
$2.2M ﹤0.01%
220,810
+195,375
3760
$2.2M ﹤0.01%
61,229
+4,904
3761
$2.2M ﹤0.01%
26,724
+15,081
3762
$2.19M ﹤0.01%
248,964
+19,797
3763
$2.19M ﹤0.01%
105,931
+27,580
3764
$2.19M ﹤0.01%
88,912
+61,900
3765
$2.19M ﹤0.01%
57,221
+5,015
3766
$2.19M ﹤0.01%
272,995
+250,995
3767
$2.18M ﹤0.01%
163,622
-7,042
3768
$2.18M ﹤0.01%
84,655
+14,391
3769
$2.17M ﹤0.01%
28,141
+22,635
3770
$2.17M ﹤0.01%
42,302
+4,692
3771
$2.17M ﹤0.01%
222,230
+80,000
3772
$2.17M ﹤0.01%
221,000
+120,000
3773
$2.16M ﹤0.01%
81,246
-3,338
3774
$2.15M ﹤0.01%
265,075
+72,592
3775
$2.15M ﹤0.01%
149,308
+8,288