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
4526
$922K ﹤0.01%
74,354
+25,143
4527
$921K ﹤0.01%
53,134
+39,219
4528
$921K ﹤0.01%
11,971
+714
4529
$918K ﹤0.01%
26,204
+9,576
4530
$917K ﹤0.01%
29,399
-2,424
4531
$914K ﹤0.01%
93,700
+90,000
4532
$913K ﹤0.01%
21,957
+725
4533
$912K ﹤0.01%
17,406
-6,784
4534
$910K ﹤0.01%
16,607
-84,233
4535
$909K ﹤0.01%
27,763
+1,171
4536
$908K ﹤0.01%
66,660
-7,731
4537
$905K ﹤0.01%
63,628
-10,762
4538
$904K ﹤0.01%
50,145
-49,599
4539
$898K ﹤0.01%
64,696
-5,364
4540
$896K ﹤0.01%
23,308
+3,207
4541
$894K ﹤0.01%
296,136
+9,007
4542
$892K ﹤0.01%
108,525
+108,514
4543
$892K ﹤0.01%
231,234
-283,322
4544
$890K ﹤0.01%
27,486
-1,549
4545
$889K ﹤0.01%
111,658
+32,958
4546
$887K ﹤0.01%
56,414
+17,961
4547
$887K ﹤0.01%
21,897
+11,535
4548
$886K ﹤0.01%
97,895
+45,402
4549
$885K ﹤0.01%
68,554
+999
4550
$885K ﹤0.01%
34,911
+4,558