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
5101
$391K ﹤0.01%
57,693
+6,506
5102
$390K ﹤0.01%
3,832
+625
5103
$390K ﹤0.01%
13,571
+904
5104
$390K ﹤0.01%
7,023
-19,120
5105
$390K ﹤0.01%
+40,000
5106
$389K ﹤0.01%
1,865
-1,149
5107
$388K ﹤0.01%
41,994
-81,075
5108
$388K ﹤0.01%
52,900
-49,926
5109
$387K ﹤0.01%
196
5110
$386K ﹤0.01%
21,664
-5,914
5111
$386K ﹤0.01%
94,141
-101,682
5112
$384K ﹤0.01%
14,191
+1,041
5113
$384K ﹤0.01%
+7,796
5114
$383K ﹤0.01%
1,900
5115
$383K ﹤0.01%
38,800
5116
$383K ﹤0.01%
133,479
+7,562
5117
$381K ﹤0.01%
7,787
-53,928
5118
$381K ﹤0.01%
26,272
-23,838
5119
$381K ﹤0.01%
9,233
-4,029
5120
$381K ﹤0.01%
53,579
-19,980
5121
$380K ﹤0.01%
28,197
+9,905
5122
$379K ﹤0.01%
46,056
+16,872
5123
$378K ﹤0.01%
43,649
-61,294
5124
$377K ﹤0.01%
8,132
+484
5125
$377K ﹤0.01%
19,536
+13,394