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
4226
$1.24M ﹤0.01%
125,153
4227
$1.24M ﹤0.01%
41,801
+16,592
4228
$1.23M ﹤0.01%
48,406
+4,986
4229
$1.23M ﹤0.01%
72,579
+51,395
4230
$1.23M ﹤0.01%
50,000
4231
$1.23M ﹤0.01%
93,899
+90,380
4232
$1.23M ﹤0.01%
42,166
+9,714
4233
$1.23M ﹤0.01%
125,829
+15,833
4234
$1.23M ﹤0.01%
405,072
-198,494
4235
$1.23M ﹤0.01%
35,810
+185
4236
$1.22M ﹤0.01%
116,823
-11,171
4237
$1.22M ﹤0.01%
49,366
+13,462
4238
$1.22M ﹤0.01%
39,158
-41,269
4239
$1.22M ﹤0.01%
31,413
-111,363
4240
$1.22M ﹤0.01%
28,351
-12,224
4241
$1.22M ﹤0.01%
26,224
-8,697
4242
$1.22M ﹤0.01%
14,439
-135
4243
$1.22M ﹤0.01%
380,240
-72,885
4244
$1.22M ﹤0.01%
36,138
+227
4245
$1.22M ﹤0.01%
+124,679
4246
$1.22M ﹤0.01%
18,976
-3,381
4247
$1.22M ﹤0.01%
52,908
+13,245
4248
$1.21M ﹤0.01%
16,879
+5,124
4249
$1.21M ﹤0.01%
130,419
-2,732
4250
$1.21M ﹤0.01%
125,000