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
4076
$1.49M ﹤0.01%
163,259
+151,060
4077
$1.49M ﹤0.01%
150,000
-25,475
4078
$1.48M ﹤0.01%
26,690
-9,973
4079
$1.48M ﹤0.01%
292,558
-10,145
4080
$1.48M ﹤0.01%
37,852
+2,548
4081
$1.48M ﹤0.01%
+150,000
4082
$1.48M ﹤0.01%
9,751
+3,420
4083
$1.48M ﹤0.01%
150,000
4084
$1.47M ﹤0.01%
99,652
-81,370
4085
$1.47M ﹤0.01%
22,381
+113
4086
$1.47M ﹤0.01%
150,600
4087
$1.47M ﹤0.01%
97,494
+3,823
4088
$1.46M ﹤0.01%
102,936
+13,515
4089
$1.46M ﹤0.01%
83,593
-115
4090
$1.46M ﹤0.01%
48,844
-17,442
4091
$1.46M ﹤0.01%
148,048
+60,549
4092
$1.45M ﹤0.01%
39,996
-319
4093
$1.45M ﹤0.01%
85,524
+158
4094
$1.45M ﹤0.01%
8,468
-7,156
4095
$1.44M ﹤0.01%
162,331
+23,283
4096
$1.44M ﹤0.01%
279,191
+161,313
4097
$1.44M ﹤0.01%
165,988
-2,410
4098
$1.44M ﹤0.01%
198,075
-114,107
4099
$1.44M ﹤0.01%
164,067
+56,755
4100
$1.44M ﹤0.01%
33,734
+4,045