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
4651
$750K ﹤0.01%
65,188
+475
4652
$750K ﹤0.01%
13,513
+7,799
4653
$749K ﹤0.01%
12,796
-1,967
4654
$748K ﹤0.01%
13,123
+13,115
4655
$748K ﹤0.01%
4,300
-36
4656
$746K ﹤0.01%
21,719
-68,779
4657
$744K ﹤0.01%
20,900
+20,400
4658
$743K ﹤0.01%
156,046
+38,528
4659
$742K ﹤0.01%
36,169
-40,928
4660
$742K ﹤0.01%
75,000
4661
$741K ﹤0.01%
14,928
-53,014
4662
$741K ﹤0.01%
14,099
-1,758
4663
$740K ﹤0.01%
75,000
4664
$736K ﹤0.01%
52,550
-35,965
4665
$735K ﹤0.01%
65,260
-40,344
4666
$733K ﹤0.01%
23,562
-13,683
4667
$733K ﹤0.01%
47,994
-111
4668
$731K ﹤0.01%
484,383
+483,490
4669
$730K ﹤0.01%
16,228
+1,384
4670
$730K ﹤0.01%
21,312
-184,915
4671
$730K ﹤0.01%
145,074
+112,161
4672
$729K ﹤0.01%
25,835
+4,231
4673
$728K ﹤0.01%
30,073
-1,058
4674
$727K ﹤0.01%
107,976
-231,335
4675
$726K ﹤0.01%
131,797
+69,073