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
4276
$1.17M ﹤0.01%
120,000
+101,155
4277
$1.16M ﹤0.01%
10,280
-2,948
4278
$1.16M ﹤0.01%
39,890
+22,510
4279
$1.16M ﹤0.01%
76,537
-1,561
4280
$1.16M ﹤0.01%
41,925
+25,303
4281
$1.16M ﹤0.01%
73,689
-33,597
4282
$1.16M ﹤0.01%
46,183
-768,518
4283
$1.16M ﹤0.01%
18,060
+356
4284
$1.15M ﹤0.01%
824,283
4285
$1.15M ﹤0.01%
41,412
-304,731
4286
$1.15M ﹤0.01%
52,609
+46,128
4287
$1.15M ﹤0.01%
74,163
-25,926
4288
$1.15M ﹤0.01%
8,815
+7,154
4289
$1.15M ﹤0.01%
60,718
+44,204
4290
$1.15M ﹤0.01%
116,331
+113,096
4291
$1.15M ﹤0.01%
13,698
-688
4292
$1.15M ﹤0.01%
12,239
-5,677
4293
$1.14M ﹤0.01%
14,208
-9,846
4294
$1.14M ﹤0.01%
26,972
-15,137
4295
$1.14M ﹤0.01%
131,929
+119,499
4296
$1.14M ﹤0.01%
28,306
+1,969
4297
$1.14M ﹤0.01%
157,884
+132,246
4298
$1.14M ﹤0.01%
86,221
-11,382
4299
$1.14M ﹤0.01%
79,513
-678
4300
$1.14M ﹤0.01%
27,640
-9,874