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
3826
$2.05M ﹤0.01%
56,196
-5,311
3827
$2.04M ﹤0.01%
89,669
-7,599
3828
$2.04M ﹤0.01%
5,971
+3,731
3829
$2.03M ﹤0.01%
177,083
-63,174
3830
$2.03M ﹤0.01%
68,673
-29,755
3831
$2.03M ﹤0.01%
200,000
3832
$2.02M ﹤0.01%
208,086
3833
$2.02M ﹤0.01%
38,268
-885
3834
$2.02M ﹤0.01%
+200,000
3835
$2.02M ﹤0.01%
264,949
-69,475
3836
$2.01M ﹤0.01%
66,078
+8,863
3837
$2.01M ﹤0.01%
205,270
+121,300
3838
$2.01M ﹤0.01%
161,867
-12,621
3839
$2.01M ﹤0.01%
205,499
3840
$2.01M ﹤0.01%
33,810
-2,325
3841
$2M ﹤0.01%
76,079
+3,812
3842
$2M ﹤0.01%
37,005
+10,805
3843
$2M ﹤0.01%
+200,000
3844
$1.99M ﹤0.01%
+200,000
3845
$1.99M ﹤0.01%
203,224
3846
$1.99M ﹤0.01%
63,653
-24,584
3847
$1.99M ﹤0.01%
200,000
3848
$1.99M ﹤0.01%
+200,000
3849
$1.99M ﹤0.01%
65,636
-52,972
3850
$1.98M ﹤0.01%
89,565
-128,385