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
4776
$643K ﹤0.01%
56,317
+14,941
4777
$642K ﹤0.01%
45,895
-32,227
4778
$642K ﹤0.01%
36,285
+18,728
4779
$642K ﹤0.01%
66,260
-16,013
4780
$642K ﹤0.01%
71,128
+11,776
4781
$641K ﹤0.01%
23,387
-2,592
4782
$641K ﹤0.01%
42,837
+1,325
4783
$641K ﹤0.01%
26,086
+966
4784
$640K ﹤0.01%
5,000
4785
$640K ﹤0.01%
4,654
+1,285
4786
$639K ﹤0.01%
24,952
-38,772
4787
$639K ﹤0.01%
38,008
+6,846
4788
$639K ﹤0.01%
17,537
+2,387
4789
$638K ﹤0.01%
20,589
-3,267
4790
$638K ﹤0.01%
64,620
4791
$637K ﹤0.01%
21,928
-1,533
4792
$636K ﹤0.01%
37,180
-2,934
4793
$636K ﹤0.01%
+34,805
4794
$634K ﹤0.01%
14,557
-491
4795
$633K ﹤0.01%
5,730
+3,658
4796
$632K ﹤0.01%
36,083
+6,013
4797
$632K ﹤0.01%
33,482
-2,554
4798
$629K ﹤0.01%
11,673
-177
4799
$628K ﹤0.01%
18,352
+11,969
4800
$627K ﹤0.01%
45,191
+10,445