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
5151
$359K ﹤0.01%
7,867
+1,334
5152
$359K ﹤0.01%
34,129
-11,528
5153
$359K ﹤0.01%
+41,523
5154
$359K ﹤0.01%
36,589
5155
$358K ﹤0.01%
7,376
+2,207
5156
$357K ﹤0.01%
7,477
+1,511
5157
$357K ﹤0.01%
5,170
-2,977
5158
$356K ﹤0.01%
36,757
+26,757
5159
$354K ﹤0.01%
4,828
+2,365
5160
$353K ﹤0.01%
18,212
-11,096
5161
$353K ﹤0.01%
+36,684
5162
$352K ﹤0.01%
14,315
+4,211
5163
$351K ﹤0.01%
26,705
-3,703
5164
$351K ﹤0.01%
20,145
+16,481
5165
$351K ﹤0.01%
14,831
-13,133
5166
$350K ﹤0.01%
+13,840
5167
$350K ﹤0.01%
5,485
-2,954
5168
$350K ﹤0.01%
13,727
5169
$347K ﹤0.01%
43,145
-229,731
5170
$346K ﹤0.01%
4,284
-3,884
5171
$346K ﹤0.01%
3,500
+410
5172
$346K ﹤0.01%
18,707
+4,517
5173
$346K ﹤0.01%
10,773
-3,644
5174
$346K ﹤0.01%
20,404
-39,876
5175
$345K ﹤0.01%
49,497
+450