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
5076
$412K ﹤0.01%
21,414
+16,926
5077
$411K ﹤0.01%
7,714
-6,120
5078
$411K ﹤0.01%
62,977
+4,827
5079
$410K ﹤0.01%
88,413
-50,340
5080
$410K ﹤0.01%
19,791
-13,187
5081
$410K ﹤0.01%
40,724
5082
$408K ﹤0.01%
28,295
-17,212
5083
$407K ﹤0.01%
18,517
-5,332
5084
$406K ﹤0.01%
91,293
-243,596
5085
$406K ﹤0.01%
17,721
+2,052
5086
$404K ﹤0.01%
163,620
+158,620
5087
$403K ﹤0.01%
8,235
+2,546
5088
$403K ﹤0.01%
85,484
+12,802
5089
$402K ﹤0.01%
24,833
+11,140
5090
$401K ﹤0.01%
18,851
-15,964
5091
$400K ﹤0.01%
28,916
+2,032
5092
$399K ﹤0.01%
10,627
+1,031
5093
$399K ﹤0.01%
+80,718
5094
$398K ﹤0.01%
14,954
-3,750
5095
$397K ﹤0.01%
142,207
-52,442
5096
$397K ﹤0.01%
7,146
-3,378
5097
$396K ﹤0.01%
44,177
-35,068
5098
$396K ﹤0.01%
23,148
-23,405
5099
$395K ﹤0.01%
76,531
+61,728
5100
$394K ﹤0.01%
40,100
-10