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
5251
$310K ﹤0.01%
75,181
-157,231
5252
$309K ﹤0.01%
43,455
+35,702
5253
$309K ﹤0.01%
46,415
-20,412
5254
$309K ﹤0.01%
97,411
-34,531
5255
$309K ﹤0.01%
30,703
5256
$308K ﹤0.01%
33,598
-1,285
5257
$308K ﹤0.01%
21,857
+4,527
5258
$307K ﹤0.01%
48,297
-1,462
5259
$307K ﹤0.01%
30,900
5260
$307K ﹤0.01%
6,453
-257
5261
$307K ﹤0.01%
12,172
-22,214
5262
$306K ﹤0.01%
25,071
-24,426
5263
$306K ﹤0.01%
3,519
-2,870
5264
$305K ﹤0.01%
79,967
+58,872
5265
$305K ﹤0.01%
13,774
-1,880
5266
$305K ﹤0.01%
21,046
+14,874
5267
$304K ﹤0.01%
13,467
+1,253
5268
$304K ﹤0.01%
10,993
-1,093
5269
$304K ﹤0.01%
77,069
-83,830
5270
$302K ﹤0.01%
20,353
+3,442
5271
$302K ﹤0.01%
25,201
-1,470
5272
$302K ﹤0.01%
59,591
+2,506
5273
$301K ﹤0.01%
30,694
+21,479
5274
$301K ﹤0.01%
13,530
-8,893
5275
$301K ﹤0.01%
30,900