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
4326
$1.1M ﹤0.01%
11,913
+487
4327
$1.09M ﹤0.01%
26,901
-10,087
4328
$1.09M ﹤0.01%
31,700
+159
4329
$1.09M ﹤0.01%
75,962
-23
4330
$1.09M ﹤0.01%
7,119
+963
4331
$1.09M ﹤0.01%
49,326
+663
4332
$1.09M ﹤0.01%
22,089
+19,272
4333
$1.09M ﹤0.01%
15,974
-4,474
4334
$1.09M ﹤0.01%
+112,189
4335
$1.09M ﹤0.01%
110,299
4336
$1.08M ﹤0.01%
110,610
4337
$1.08M ﹤0.01%
66,123
-151,662
4338
$1.08M ﹤0.01%
183,183
-52,061
4339
$1.08M ﹤0.01%
524,212
-13,899
4340
$1.08M ﹤0.01%
10,768
-129
4341
$1.08M ﹤0.01%
41,644
+853
4342
$1.07M ﹤0.01%
134,670
+45,043
4343
$1.07M ﹤0.01%
76,013
+43,382
4344
$1.07M ﹤0.01%
+50,000
4345
$1.07M ﹤0.01%
+110,000
4346
$1.07M ﹤0.01%
37,909
-29,685
4347
$1.07M ﹤0.01%
45,924
-137
4348
$1.07M ﹤0.01%
45,927
+732
4349
$1.07M ﹤0.01%
6,089
-2,244
4350
$1.07M ﹤0.01%
100,462
-43,971