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
4401
$1.01M ﹤0.01%
+100,000
4402
$1.01M ﹤0.01%
102,999
4403
$1.01M ﹤0.01%
32,170
-7,531
4404
$1.01M ﹤0.01%
23,027
+18,924
4405
$1M ﹤0.01%
+100,000
4406
$1M ﹤0.01%
74,732
-2,921
4407
$1M ﹤0.01%
222,586
-228,064
4408
$1M ﹤0.01%
282,610
-85,907
4409
$1M ﹤0.01%
43,838
-3,389
4410
$1M ﹤0.01%
29,855
+10,227
4411
$1M ﹤0.01%
+100,000
4412
$1M ﹤0.01%
17,693
-9,300
4413
$1M ﹤0.01%
64,683
-7,751
4414
$1M ﹤0.01%
+100,000
4415
$1M ﹤0.01%
100,000
4416
$1M ﹤0.01%
+100,000
4417
$1M ﹤0.01%
100,000
4418
$1M ﹤0.01%
+100,000
4419
$1M ﹤0.01%
+100,000
4420
$1M ﹤0.01%
100,000
4421
$1M ﹤0.01%
210,030
+3,526
4422
$1M ﹤0.01%
+50
4423
$1M ﹤0.01%
+100,000
4424
$999K ﹤0.01%
25,000
4425
$999K ﹤0.01%
+100,000