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
3926
$1.8M ﹤0.01%
22,630
-1,510
3927
$1.8M ﹤0.01%
34,253
-10,176
3928
$1.79M ﹤0.01%
20,150
+2,480
3929
$1.79M ﹤0.01%
124,714
-34
3930
$1.79M ﹤0.01%
181,250
+10,300
3931
$1.79M ﹤0.01%
185,388
+45,313
3932
$1.79M ﹤0.01%
107,018
-16,826
3933
$1.78M ﹤0.01%
50,931
+47,599
3934
$1.78M ﹤0.01%
248,173
-12,259
3935
$1.78M ﹤0.01%
445,454
+160,869
3936
$1.78M ﹤0.01%
257,862
-47,038
3937
$1.77M ﹤0.01%
109,428
-37,567
3938
$1.76M ﹤0.01%
97,355
-729
3939
$1.76M ﹤0.01%
233,162
-22,898
3940
$1.76M ﹤0.01%
117
+67
3941
$1.76M ﹤0.01%
33,809
-500
3942
$1.76M ﹤0.01%
56,262
-3,108
3943
$1.75M ﹤0.01%
43,602
-76,657
3944
$1.75M ﹤0.01%
37,675
+1,692
3945
$1.75M ﹤0.01%
191,363
+22,241
3946
$1.75M ﹤0.01%
122,410
+72,016
3947
$1.75M ﹤0.01%
44,238
-21,471
3948
$1.75M ﹤0.01%
199,527
+86,332
3949
$1.74M ﹤0.01%
9,224
-6,609
3950
$1.74M ﹤0.01%
67,429
+64,697