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
5201
$331K ﹤0.01%
78,999
+1,709
5202
$331K ﹤0.01%
30,376
-9,980
5203
$331K ﹤0.01%
17,132
-8,096
5204
$330K ﹤0.01%
1,644
-33
5205
$330K ﹤0.01%
34,394
5206
$330K ﹤0.01%
17,833
+8,319
5207
$328K ﹤0.01%
6,593
+4,256
5208
$328K ﹤0.01%
10,282
-30,322
5209
$328K ﹤0.01%
9,173
-297
5210
$328K ﹤0.01%
52,829
+46,157
5211
$327K ﹤0.01%
9,036
-506
5212
$327K ﹤0.01%
2
-1
5213
$327K ﹤0.01%
48,099
-13,193
5214
$326K ﹤0.01%
6,531
-2,300
5215
$326K ﹤0.01%
5,268
-33,744
5216
$325K ﹤0.01%
15,249
+1,804
5217
$325K ﹤0.01%
18,433
-28,925
5218
$324K ﹤0.01%
23,580
+286
5219
$324K ﹤0.01%
27,945
+19,428
5220
$323K ﹤0.01%
83,004
-9,318
5221
$322K ﹤0.01%
6,342
+422
5222
$321K ﹤0.01%
4,189
+4,036
5223
$321K ﹤0.01%
89,609
-74,290
5224
$320K ﹤0.01%
809
5225
$320K ﹤0.01%
28,543
-386