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
4251
$1.21M ﹤0.01%
23,316
-340
4252
$1.21M ﹤0.01%
123,600
+120,000
4253
$1.21M ﹤0.01%
90,741
+958
4254
$1.2M ﹤0.01%
122,794
4255
$1.2M ﹤0.01%
76,530
-7,193
4256
$1.2M ﹤0.01%
103,346
+3,797
4257
$1.2M ﹤0.01%
248,913
+246,691
4258
$1.19M ﹤0.01%
38,773
+36,190
4259
$1.19M ﹤0.01%
24,076
+12,314
4260
$1.19M ﹤0.01%
222,911
+193,989
4261
$1.19M ﹤0.01%
169,073
+96,314
4262
$1.19M ﹤0.01%
38,266
+4,801
4263
$1.18M ﹤0.01%
82,408
-49,370
4264
$1.18M ﹤0.01%
12,034
4265
$1.18M ﹤0.01%
8,934
+7,073
4266
$1.18M ﹤0.01%
120,030
-353,372
4267
$1.18M ﹤0.01%
110,600
+108,100
4268
$1.18M ﹤0.01%
57,727
+33,405
4269
$1.17M ﹤0.01%
72,893
-2,650
4270
$1.17M ﹤0.01%
70,685
-40,169
4271
$1.17M ﹤0.01%
75,421
-334
4272
$1.17M ﹤0.01%
194,661
-130,270
4273
$1.17M ﹤0.01%
16,767
-13,402
4274
$1.17M ﹤0.01%
466,973
-12,523,505
4275
$1.17M ﹤0.01%
3,650
+3,391