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
4676
$724K ﹤0.01%
94,018
-584,958
4677
$723K ﹤0.01%
15,971
-7,905
4678
$721K ﹤0.01%
7,413
+125
4679
$721K ﹤0.01%
91,021
-799
4680
$720K ﹤0.01%
73,700
4681
$720K ﹤0.01%
13,965
-3,666
4682
$719K ﹤0.01%
41,227
-7,638
4683
$719K ﹤0.01%
16,878
-3,149
4684
$718K ﹤0.01%
27,740
-1,470
4685
$718K ﹤0.01%
127,084
-1,101,296
4686
$717K ﹤0.01%
56,629
-28,350
4687
$714K ﹤0.01%
14,706
-3,003
4688
$714K ﹤0.01%
48,161
-1,093
4689
$713K ﹤0.01%
61,486
-7,244
4690
$711K ﹤0.01%
26,969
+4,035
4691
$711K ﹤0.01%
12,945
-326
4692
$710K ﹤0.01%
2,221
-2,358
4693
$709K ﹤0.01%
20,806
-2,865
4694
$707K ﹤0.01%
18,432
+4,488
4695
$707K ﹤0.01%
10,000
+7,981
4696
$706K ﹤0.01%
78,378
+3,192
4697
$705K ﹤0.01%
25,410
-9,890
4698
$703K ﹤0.01%
15,218
-9,190
4699
$703K ﹤0.01%
153,483
+63,106
4700
$702K ﹤0.01%
96,020
-105,399