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
4626
$773K ﹤0.01%
14,743
-7,187
4627
$772K ﹤0.01%
+29,439
4628
$772K ﹤0.01%
12,022
+1,340
4629
$772K ﹤0.01%
41,227
-6,304
4630
$772K ﹤0.01%
82,307
+6,202
4631
$772K ﹤0.01%
121,338
+59,450
4632
$771K ﹤0.01%
33,567
+33,008
4633
$771K ﹤0.01%
13,229
-1,305
4634
$770K ﹤0.01%
+80,000
4635
$767K ﹤0.01%
60,895
-34
4636
$767K ﹤0.01%
28,706
-19,445
4637
$762K ﹤0.01%
26,649
-7,002
4638
$762K ﹤0.01%
69,799
-12,013
4639
$762K ﹤0.01%
41,547
-13,171
4640
$761K ﹤0.01%
51,509
-30,071
4641
$761K ﹤0.01%
16
+14
4642
$757K ﹤0.01%
48,644
+25,078
4643
$757K ﹤0.01%
9,577
-28,258
4644
$756K ﹤0.01%
1,727
-781
4645
$755K ﹤0.01%
41,320
-6,153
4646
$754K ﹤0.01%
24,455
-42,870
4647
$753K ﹤0.01%
129,626
-7,999
4648
$751K ﹤0.01%
20,944
-2,190
4649
$751K ﹤0.01%
49,611
-6,725
4650
$750K ﹤0.01%
34,826
-31,388