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
4876
$570K ﹤0.01%
23,731
+6,663
4877
$569K ﹤0.01%
68,779
+37,542
4878
$568K ﹤0.01%
20,208
+2,106
4879
$566K ﹤0.01%
22,673
-31,008
4880
$566K ﹤0.01%
55,585
+17,016
4881
$565K ﹤0.01%
61,172
+45,043
4882
$564K ﹤0.01%
31,752
+8,490
4883
$561K ﹤0.01%
27,951
+15,154
4884
$561K ﹤0.01%
56,500
4885
$559K ﹤0.01%
21,456
-250
4886
$559K ﹤0.01%
57,197
-13,217
4887
$557K ﹤0.01%
13,644
-2,188
4888
$556K ﹤0.01%
43,256
-90,179
4889
$556K ﹤0.01%
217,115
-123,197
4890
$554K ﹤0.01%
22,842
-3,326
4891
$554K ﹤0.01%
56,730
+27,942
4892
$554K ﹤0.01%
56,514
+6,514
4893
$553K ﹤0.01%
59,024
+25,571
4894
$549K ﹤0.01%
109,837
+66,069
4895
$549K ﹤0.01%
23,485
-35,550
4896
$548K ﹤0.01%
24,069
-59,781
4897
$547K ﹤0.01%
35,963
-5,235
4898
$546K ﹤0.01%
18,240
+12,467
4899
$546K ﹤0.01%
75,815
+29,075
4900
$546K ﹤0.01%
16,943
-7,197