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
4176
$1.31M ﹤0.01%
72,613
+30,870
4177
$1.31M ﹤0.01%
129,762
+41,460
4178
$1.31M ﹤0.01%
12,093
-4,242
4179
$1.31M ﹤0.01%
141,090
-33,111
4180
$1.31M ﹤0.01%
23,295
-2,163
4181
$1.3M ﹤0.01%
32,840
-9,493
4182
$1.3M ﹤0.01%
48,789
+20,103
4183
$1.3M ﹤0.01%
58,368
+11,977
4184
$1.3M ﹤0.01%
77,139
+10,618
4185
$1.29M ﹤0.01%
57,310
-21,648
4186
$1.29M ﹤0.01%
226,985
+185,888
4187
$1.29M ﹤0.01%
20,460
+1,555
4188
$1.29M ﹤0.01%
294,295
+191,258
4189
$1.29M ﹤0.01%
41,919
+7,611
4190
$1.29M ﹤0.01%
+131,805
4191
$1.29M ﹤0.01%
75,106
-16,861
4192
$1.29M ﹤0.01%
60,356
+16,813
4193
$1.28M ﹤0.01%
51,799
+32,012
4194
$1.28M ﹤0.01%
6,688
-2,137
4195
$1.28M ﹤0.01%
170,700
+160,700
4196
$1.28M ﹤0.01%
31,946
-22,638
4197
$1.28M ﹤0.01%
129,245
+111,685
4198
$1.28M ﹤0.01%
69,951
+3,498
4199
$1.28M ﹤0.01%
78,614
+8,362
4200
$1.27M ﹤0.01%
129,898