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
4351
$1.07M ﹤0.01%
30,278
+9,399
4352
$1.07M ﹤0.01%
23,007
-2,442
4353
$1.07M ﹤0.01%
188,787
+46,371
4354
$1.07M ﹤0.01%
31,174
+9,864
4355
$1.06M ﹤0.01%
202,479
+176,275
4356
$1.06M ﹤0.01%
13,705
-1,650
4357
$1.06M ﹤0.01%
9,451
+79
4358
$1.06M ﹤0.01%
5,685
-8,242
4359
$1.06M ﹤0.01%
151,468
+17,841
4360
$1.06M ﹤0.01%
251
-37
4361
$1.06M ﹤0.01%
107,899
4362
$1.05M ﹤0.01%
83,381
+4,308
4363
$1.05M ﹤0.01%
20,003
-5,357
4364
$1.05M ﹤0.01%
91,799
-12,130
4365
$1.05M ﹤0.01%
268,880
+6,186
4366
$1.05M ﹤0.01%
127,212
+95,638
4367
$1.05M ﹤0.01%
109,554
-59,799
4368
$1.05M ﹤0.01%
32,069
-10,087
4369
$1.05M ﹤0.01%
21,758
+7,974
4370
$1.05M ﹤0.01%
35,243
+1,732
4371
$1.04M ﹤0.01%
45,163
+4,961
4372
$1.04M ﹤0.01%
103,894
-10,000
4373
$1.04M ﹤0.01%
249,372
+197,356
4374
$1.04M ﹤0.01%
53,345
-24,382
4375
$1.04M ﹤0.01%
19,048
+5,401