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
3976
$1.71M ﹤0.01%
15,183
-116,395
3977
$1.71M ﹤0.01%
40,592
+3,449
3978
$1.71M ﹤0.01%
174,195
-10,244
3979
$1.7M ﹤0.01%
60,800
+21,229
3980
$1.7M ﹤0.01%
+74,491
3981
$1.7M ﹤0.01%
33,232
-84
3982
$1.7M ﹤0.01%
33,427
-60,677
3983
$1.69M ﹤0.01%
55,866
+11,245
3984
$1.68M ﹤0.01%
1,586,185
+1,307
3985
$1.68M ﹤0.01%
169,026
-51,874
3986
$1.68M ﹤0.01%
12,598
-11,403
3987
$1.68M ﹤0.01%
35,960
+30,948
3988
$1.67M ﹤0.01%
166,079
+20,888
3989
$1.67M ﹤0.01%
187,967
+102,409
3990
$1.67M ﹤0.01%
32,227
-20,575
3991
$1.66M ﹤0.01%
88,318
-24,863
3992
$1.66M ﹤0.01%
37,010
-1,791
3993
$1.66M ﹤0.01%
277,003
+19,494
3994
$1.66M ﹤0.01%
296,212
+31,559
3995
$1.65M ﹤0.01%
+58,734
3996
$1.65M ﹤0.01%
185,571
-51,679
3997
$1.65M ﹤0.01%
51,697
-46,624
3998
$1.65M ﹤0.01%
540,408
-1,200
3999
$1.65M ﹤0.01%
217,501
+160,292
4000
$1.65M ﹤0.01%
26,148
+25,979