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
5226
$320K ﹤0.01%
31,414
-11,451
5227
$320K ﹤0.01%
21,885
-2,263
5228
$320K ﹤0.01%
1,487
+359
5229
$320K ﹤0.01%
69,954
-13,808
5230
$319K ﹤0.01%
42,170
-7,467
5231
$319K ﹤0.01%
32,062
-99,520
5232
$318K ﹤0.01%
6,562
-29
5233
$318K ﹤0.01%
23,735
5234
$318K ﹤0.01%
+32,550
5235
$317K ﹤0.01%
25,104
+16,480
5236
$316K ﹤0.01%
32,772
-31,247
5237
$316K ﹤0.01%
11,720
-1,822
5238
$315K ﹤0.01%
741
+640
5239
$315K ﹤0.01%
23,527
-4,351
5240
$314K ﹤0.01%
12,317
-33,056
5241
$314K ﹤0.01%
55,897
-106,291
5242
$314K ﹤0.01%
26,089
+7,893
5243
$313K ﹤0.01%
4,223
-1,843
5244
$313K ﹤0.01%
15,262
-1,169
5245
$312K ﹤0.01%
54,715
-126,232
5246
$312K ﹤0.01%
18,857
-3,659
5247
$311K ﹤0.01%
49,643
+41,009
5248
$310K ﹤0.01%
17,033
+3,239
5249
$310K ﹤0.01%
12,730
-6,466
5250
$310K ﹤0.01%
18,452
-12,215