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
4976
$486K ﹤0.01%
17,035
-3,228
4977
$485K ﹤0.01%
48,900
4978
$483K ﹤0.01%
33,932
+1,047
4979
$483K ﹤0.01%
2,196
-20
4980
$483K ﹤0.01%
13,327
+722
4981
$482K ﹤0.01%
11,906
+4,212
4982
$481K ﹤0.01%
77,866
-33,636
4983
$481K ﹤0.01%
12,624
-35,013
4984
$481K ﹤0.01%
78,441
+7,087
4985
$481K ﹤0.01%
42,621
-31,144
4986
$481K ﹤0.01%
29,062
-5,346
4987
$480K ﹤0.01%
179,477
-32,081
4988
$479K ﹤0.01%
40,459
-34,186
4989
$479K ﹤0.01%
25,080
-5,764
4990
$478K ﹤0.01%
34
+30
4991
$478K ﹤0.01%
15,680
-8,728
4992
$478K ﹤0.01%
34,311
-6,146
4993
$477K ﹤0.01%
36,822
+10,503
4994
$475K ﹤0.01%
45,433
+16,384
4995
$475K ﹤0.01%
13,255
-18,596
4996
$474K ﹤0.01%
15,378
-8,743
4997
$473K ﹤0.01%
9,176
-1,212
4998
$472K ﹤0.01%
15,192
+2,866
4999
$472K ﹤0.01%
6,734
-4,807
5000
$471K ﹤0.01%
116,223
+43,713