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
3801
$2.1M ﹤0.01%
136,547
+106,254
3802
$2.1M ﹤0.01%
253,326
-92,541
3803
$2.1M ﹤0.01%
83,783
-27,624
3804
$2.1M ﹤0.01%
79,505
-10,085
3805
$2.1M ﹤0.01%
665,442
+146,355
3806
$2.1M ﹤0.01%
214,129
3807
$2.09M ﹤0.01%
187,595
-30,040
3808
$2.09M ﹤0.01%
210,000
3809
$2.09M ﹤0.01%
66,927
-10,010
3810
$2.09M ﹤0.01%
801,290
-66,786
3811
$2.08M ﹤0.01%
39,898
+417
3812
$2.08M ﹤0.01%
51,651
+12,419
3813
$2.08M ﹤0.01%
212,554
+152,034
3814
$2.08M ﹤0.01%
256,384
-302,996
3815
$2.08M ﹤0.01%
210,000
3816
$2.08M ﹤0.01%
14,311
-1,545
3817
$2.07M ﹤0.01%
39,894
+13,400
3818
$2.07M ﹤0.01%
147,674
+82,018
3819
$2.06M ﹤0.01%
201,670
+39,316
3820
$2.06M ﹤0.01%
42,724
-15,168
3821
$2.06M ﹤0.01%
198,003
-6,855
3822
$2.06M ﹤0.01%
59,702
+26,763
3823
$2.05M ﹤0.01%
63,717
-2,118
3824
$2.05M ﹤0.01%
30,493
-43,938
3825
$2.05M ﹤0.01%
176,370
-15,923