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
3776
$2.15M ﹤0.01%
40,235
+6,708
3777
$2.15M ﹤0.01%
97,934
+29,837
3778
$2.15M ﹤0.01%
+219,733
3779
$2.15M ﹤0.01%
437,720
+100
3780
$2.14M ﹤0.01%
237,214
-79,054
3781
$2.14M ﹤0.01%
5,384
-9,658
3782
$2.14M ﹤0.01%
37,913
-1,553
3783
$2.14M ﹤0.01%
42,928
-6,224
3784
$2.14M ﹤0.01%
62,618
-2,217
3785
$2.14M ﹤0.01%
35,036
-1,993
3786
$2.13M ﹤0.01%
49,451
-6,608
3787
$2.13M ﹤0.01%
91,664
+3,051
3788
$2.13M ﹤0.01%
99,318
+2,454
3789
$2.13M ﹤0.01%
310,803
+4,637
3790
$2.13M ﹤0.01%
163,633
-18,700
3791
$2.13M ﹤0.01%
52,080
-19,251
3792
$2.12M ﹤0.01%
164,800
+96,418
3793
$2.12M ﹤0.01%
30,758
-3,181
3794
$2.12M ﹤0.01%
227,196
+15,464
3795
$2.12M ﹤0.01%
349,331
+249,751
3796
$2.12M ﹤0.01%
104,119
+14,519
3797
$2.12M ﹤0.01%
95,027
+21,150
3798
$2.11M ﹤0.01%
73,769
-26,844
3799
$2.11M ﹤0.01%
41,986
-12,603
3800
$2.11M ﹤0.01%
130,085
-1,529