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
4576
$842K ﹤0.01%
71,327
-1,839
4577
$839K ﹤0.01%
563,168
+468,743
4578
$833K ﹤0.01%
37,676
-10,418
4579
$833K ﹤0.01%
84,998
4580
$831K ﹤0.01%
57,660
+826
4581
$828K ﹤0.01%
83,047
+55,670
4582
$828K ﹤0.01%
12,883
-12,971
4583
$827K ﹤0.01%
20,741
-10,545
4584
$827K ﹤0.01%
64,980
+54,754
4585
$824K ﹤0.01%
31,602
+1,531
4586
$824K ﹤0.01%
84,898
-8,503
4587
$823K ﹤0.01%
13,188
+1,864
4588
$822K ﹤0.01%
27,512
+2,513
4589
$820K ﹤0.01%
32,856
-9,782
4590
$820K ﹤0.01%
+83,505
4591
$820K ﹤0.01%
136,097
+8,749
4592
$819K ﹤0.01%
19,397
-13,650
4593
$818K ﹤0.01%
23,292
-4,115
4594
$817K ﹤0.01%
27,142
+2,563
4595
$817K ﹤0.01%
39,650
-31,332
4596
$814K ﹤0.01%
84,692
+62,273
4597
$814K ﹤0.01%
24,423
+18,478
4598
$811K ﹤0.01%
43,555
-2,009
4599
$810K ﹤0.01%
57,773
-15,730
4600
$808K ﹤0.01%
290,505
+247,608