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
4201
$1.27M ﹤0.01%
30,302
-198
4202
$1.27M ﹤0.01%
39,839
-9,388
4203
$1.27M ﹤0.01%
57,654
-10,540
4204
$1.27M ﹤0.01%
+125,100
4205
$1.27M ﹤0.01%
238,818
-29,700
4206
$1.27M ﹤0.01%
204,785
+64,998
4207
$1.26M ﹤0.01%
9,580
+6,711
4208
$1.26M ﹤0.01%
8,233
-6,046
4209
$1.26M ﹤0.01%
+125,000
4210
$1.26M ﹤0.01%
9,114
+8,996
4211
$1.26M ﹤0.01%
+125,000
4212
$1.26M ﹤0.01%
29,413
+6,102
4213
$1.25M ﹤0.01%
+50,000
4214
$1.25M ﹤0.01%
6,171
-919
4215
$1.25M ﹤0.01%
+34,844
4216
$1.25M ﹤0.01%
93,624
+27,959
4217
$1.25M ﹤0.01%
372
+368
4218
$1.25M ﹤0.01%
108,709
-101,612
4219
$1.25M ﹤0.01%
+36,731
4220
$1.25M ﹤0.01%
54,807
-17,186
4221
$1.25M ﹤0.01%
46,349
-4,005
4222
$1.25M ﹤0.01%
80,526
-1,800
4223
$1.25M ﹤0.01%
32,329
+29,314
4224
$1.24M ﹤0.01%
125,000
4225
$1.24M ﹤0.01%
73,462
+3,952