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
4501
$942K ﹤0.01%
62,502
-1,853
4502
$942K ﹤0.01%
18,468
-14,352
4503
$941K ﹤0.01%
17,409
+4,551
4504
$939K ﹤0.01%
16,715
-2,275
4505
$938K ﹤0.01%
84,003
+46,265
4506
$937K ﹤0.01%
95,500
4507
$937K ﹤0.01%
35,282
+865
4508
$935K ﹤0.01%
29,219
-548,032
4509
$933K ﹤0.01%
142,537
+22,917
4510
$933K ﹤0.01%
135,237
+56,755
4511
$932K ﹤0.01%
61,910
-30,594
4512
$932K ﹤0.01%
92,572
-15,002
4513
$930K ﹤0.01%
51,794
+817
4514
$929K ﹤0.01%
38,478
-36,589
4515
$928K ﹤0.01%
89,139
-3,149
4516
$928K ﹤0.01%
62,945
-3,883
4517
$928K ﹤0.01%
427,600
+424,424
4518
$927K ﹤0.01%
38,108
+6,550
4519
$927K ﹤0.01%
8,127
+7,704
4520
$926K ﹤0.01%
33,697
-80,760
4521
$926K ﹤0.01%
263,866
+240,090
4522
$925K ﹤0.01%
51,810
-5,037
4523
$924K ﹤0.01%
57,199
+2,262
4524
$924K ﹤0.01%
34,463
-1,975
4525
$923K ﹤0.01%
101,133
+9,027