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
4851
$588K ﹤0.01%
24,269
-1,307
4852
$588K ﹤0.01%
68,666
+6,724
4853
$587K ﹤0.01%
12,738
+3,200
4854
$587K ﹤0.01%
22,062
-11,872
4855
$587K ﹤0.01%
+60,000
4856
$587K ﹤0.01%
60,000
4857
$586K ﹤0.01%
39,689
-18,741
4858
$585K ﹤0.01%
77,104
-99,333
4859
$584K ﹤0.01%
227,185
-16,164
4860
$584K ﹤0.01%
+60,300
4861
$583K ﹤0.01%
106,042
-17,388
4862
$583K ﹤0.01%
75,562
+14,300
4863
$582K ﹤0.01%
29,669
-43,216
4864
$581K ﹤0.01%
23,955
+6,201
4865
$580K ﹤0.01%
71,872
+21,072
4866
$578K ﹤0.01%
98,701
+26,780
4867
$575K ﹤0.01%
45,755
+4,629
4868
$575K ﹤0.01%
21,186
+255
4869
$575K ﹤0.01%
806
-325
4870
$574K ﹤0.01%
12,171
-390
4871
$574K ﹤0.01%
15,207
+9,662
4872
$573K ﹤0.01%
40,843
-26,697
4873
$572K ﹤0.01%
23,687
-6,897
4874
$571K ﹤0.01%
3,052
-2,024
4875
$571K ﹤0.01%
112,794
+112,573