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
5276
$300K ﹤0.01%
10,337
+822
5277
$299K ﹤0.01%
23,187
-48,449
5278
$299K ﹤0.01%
17,147
+14,997
5279
$298K ﹤0.01%
9,568
+169
5280
$298K ﹤0.01%
37,339
+747
5281
$298K ﹤0.01%
+10,912
5282
$298K ﹤0.01%
21,487
-7,036
5283
$297K ﹤0.01%
8,687
-2,996
5284
$296K ﹤0.01%
15,000
5285
$296K ﹤0.01%
6,610
+1,738
5286
$295K ﹤0.01%
30,327
-8,802
5287
$295K ﹤0.01%
6,083
-569
5288
$295K ﹤0.01%
57,517
+54,566
5289
$294K ﹤0.01%
4,505
-3,153
5290
$294K ﹤0.01%
17,304
-11,055
5291
$292K ﹤0.01%
82,765
5292
$291K ﹤0.01%
17,929
-12,127
5293
$291K ﹤0.01%
13,242
-19,222
5294
$291K ﹤0.01%
6,454
-4,712
5295
$291K ﹤0.01%
4,522
+789
5296
$290K ﹤0.01%
404,253
-54,826
5297
$290K ﹤0.01%
20,619
-6,197
5298
$290K ﹤0.01%
10,002
-15,162
5299
$290K ﹤0.01%
6,049
+265
5300
$289K ﹤0.01%
131,397
+40,836