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
4026
$1.59M ﹤0.01%
31,462
-238
4027
$1.59M ﹤0.01%
82,094
+829
4028
$1.58M ﹤0.01%
70,687
+5,218
4029
$1.58M ﹤0.01%
99,602
+74,102
4030
$1.58M ﹤0.01%
30,067
-10,337
4031
$1.58M ﹤0.01%
47,894
+31,096
4032
$1.58M ﹤0.01%
62,955
+7,396
4033
$1.58M ﹤0.01%
418,649
+312,587
4034
$1.57M ﹤0.01%
160,987
+135,600
4035
$1.57M ﹤0.01%
453,941
-90,730
4036
$1.57M ﹤0.01%
69,482
+13,006
4037
$1.57M ﹤0.01%
45,541
+22,427
4038
$1.57M ﹤0.01%
+1,861
4039
$1.56M ﹤0.01%
160,300
+10,300
4040
$1.56M ﹤0.01%
129,229
+27,237
4041
$1.56M ﹤0.01%
72,583
-5,149
4042
$1.56M ﹤0.01%
159,442
-30,000
4043
$1.55M ﹤0.01%
229,658
-18,347
4044
$1.55M ﹤0.01%
134,415
-3,128
4045
$1.55M ﹤0.01%
44,899
+20,529
4046
$1.55M ﹤0.01%
159,260
+9,260
4047
$1.55M ﹤0.01%
98,173
+12,047
4048
$1.55M ﹤0.01%
67,458
-22,971
4049
$1.54M ﹤0.01%
156,909
+106,909
4050
$1.54M ﹤0.01%
25,235
+8,739