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
4951
$506K ﹤0.01%
59,557
+47,312
4952
$505K ﹤0.01%
518
4953
$504K ﹤0.01%
60,901
-1,121
4954
$503K ﹤0.01%
50,700
-25,675
4955
$502K ﹤0.01%
50,000
4956
$501K ﹤0.01%
17,212
-3,110
4957
$501K ﹤0.01%
50,175
-1,336
4958
$500K ﹤0.01%
50,000
4959
$499K ﹤0.01%
22,961
-7,831
4960
$499K ﹤0.01%
2,500
4961
$499K ﹤0.01%
50,000
4962
$497K ﹤0.01%
50,101
+28,995
4963
$496K ﹤0.01%
+50,000
4964
$496K ﹤0.01%
+50,000
4965
$495K ﹤0.01%
32,021
+1,274
4966
$494K ﹤0.01%
47,084
-27,071
4967
$494K ﹤0.01%
50,050
4968
$493K ﹤0.01%
18,185
-11,799
4969
$493K ﹤0.01%
32,687
+37
4970
$493K ﹤0.01%
1,514
+1,242
4971
$492K ﹤0.01%
50,000
4972
$491K ﹤0.01%
50,000
4973
$490K ﹤0.01%
22,790
-20,574
4974
$490K ﹤0.01%
50,000
4975
$488K ﹤0.01%
10,060
-1,370