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
4601
$807K ﹤0.01%
125,368
+72,058
4602
$806K ﹤0.01%
25,537
-7,173
4603
$805K ﹤0.01%
24,752
-13,802
4604
$805K ﹤0.01%
98,383
+4,734
4605
$805K ﹤0.01%
47,748
+19,049
4606
$801K ﹤0.01%
30,288
+7,642
4607
$801K ﹤0.01%
81,611
4608
$800K ﹤0.01%
9,408
-7,120
4609
$799K ﹤0.01%
48,054
+44,490
4610
$797K ﹤0.01%
23,131
-9,356
4611
$795K ﹤0.01%
88,222
-16,869
4612
$794K ﹤0.01%
4,515
-5,764
4613
$794K ﹤0.01%
80,000
4614
$791K ﹤0.01%
32,353
-94
4615
$788K ﹤0.01%
42,654
-46,452
4616
$786K ﹤0.01%
2,240
+604
4617
$785K ﹤0.01%
8,471
-2,462
4618
$784K ﹤0.01%
66,719
-3,091
4619
$783K ﹤0.01%
41,904
-21,779
4620
$780K ﹤0.01%
45,895
+42,553
4621
$780K ﹤0.01%
67,080
+866
4622
$778K ﹤0.01%
59,100
+33,454
4623
$778K ﹤0.01%
55,795
-1,552
4624
$778K ﹤0.01%
51,557
+25,190
4625
$775K ﹤0.01%
84,108
+10,046