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
4451
$990K ﹤0.01%
151,222
+3,861
4452
$990K ﹤0.01%
10,000
4453
$990K ﹤0.01%
+100,000
4454
$988K ﹤0.01%
182,442
-1,264,140
4455
$988K ﹤0.01%
+100,000
4456
$988K ﹤0.01%
100,000
4457
$988K ﹤0.01%
+100,000
4458
$988K ﹤0.01%
328,404
+237,743
4459
$988K ﹤0.01%
720,822
-17,968
4460
$986K ﹤0.01%
43,311
4461
$985K ﹤0.01%
97,493
4462
$984K ﹤0.01%
100,000
4463
$983K ﹤0.01%
76,328
-16,292
4464
$983K ﹤0.01%
59,220
+8,670
4465
$981K ﹤0.01%
100,000
4466
$981K ﹤0.01%
100,000
-14,028
4467
$980K ﹤0.01%
6,203
-740
4468
$979K ﹤0.01%
99,999
4469
$979K ﹤0.01%
18,858
-8,276
4470
$977K ﹤0.01%
174,653
+163,653
4471
$977K ﹤0.01%
100,000
4472
$976K ﹤0.01%
100,000
4473
$976K ﹤0.01%
100,000
4474
$975K ﹤0.01%
36,977
+21,743
4475
$975K ﹤0.01%
101,000