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
4051
$1.54M ﹤0.01%
108,174
-386,088
4052
$1.54M ﹤0.01%
56,972
-70,653
4053
$1.53M ﹤0.01%
+100,703
4054
$1.53M ﹤0.01%
30,570
-15,008
4055
$1.53M ﹤0.01%
138,468
-55,762
4056
$1.53M ﹤0.01%
70,668
+29,039
4057
$1.52M ﹤0.01%
127,102
+14,415
4058
$1.52M ﹤0.01%
50,000
4059
$1.52M ﹤0.01%
26,956
+2,814
4060
$1.52M ﹤0.01%
796,068
+48,630
4061
$1.51M ﹤0.01%
51,199
+12,943
4062
$1.51M ﹤0.01%
108,702
-74,651
4063
$1.51M ﹤0.01%
154,771
-9,227
4064
$1.51M ﹤0.01%
+6,616
4065
$1.51M ﹤0.01%
150,000
4066
$1.51M ﹤0.01%
62,895
+10,367
4067
$1.51M ﹤0.01%
73,500
+5,528
4068
$1.5M ﹤0.01%
+150,000
4069
$1.5M ﹤0.01%
118,079
+24,162
4070
$1.5M ﹤0.01%
+150,000
4071
$1.5M ﹤0.01%
153,632
4072
$1.5M ﹤0.01%
106,801
-137,473
4073
$1.49M ﹤0.01%
91,364
-9,087
4074
$1.49M ﹤0.01%
150,000
4075
$1.49M ﹤0.01%
161,420
+99,488