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
4376
$1.04M ﹤0.01%
233,740
-321,374
4377
$1.04M ﹤0.01%
26,606
-5,441
4378
$1.04M ﹤0.01%
105,575
4379
$1.03M ﹤0.01%
71,749
-3,493
4380
$1.03M ﹤0.01%
59,513
-260,439
4381
$1.03M ﹤0.01%
29,946
+15,731
4382
$1.03M ﹤0.01%
70,068
+2,717
4383
$1.03M ﹤0.01%
50,000
4384
$1.03M ﹤0.01%
38,678
-17,922
4385
$1.03M ﹤0.01%
147,228
4386
$1.03M ﹤0.01%
+103,900
4387
$1.03M ﹤0.01%
23
4388
$1.02M ﹤0.01%
23,913
-135
4389
$1.02M ﹤0.01%
269,380
-146,780
4390
$1.02M ﹤0.01%
104,853
+4,853
4391
$1.02M ﹤0.01%
103,700
4392
$1.02M ﹤0.01%
105,161
4393
$1.02M ﹤0.01%
60,122
+24,219
4394
$1.02M ﹤0.01%
102,886
4395
$1.02M ﹤0.01%
47,074
-18,150
4396
$1.02M ﹤0.01%
43,521
+22,022
4397
$1.01M ﹤0.01%
199,064
+192,924
4398
$1.01M ﹤0.01%
100,000
4399
$1.01M ﹤0.01%
61,574
-870
4400
$1.01M ﹤0.01%
+101,895