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
5301
$287K ﹤0.01%
7,946
+4,424
5302
$287K ﹤0.01%
20,998
-1,213
5303
$287K ﹤0.01%
54,110
+1,423
5304
$287K ﹤0.01%
3,580
5305
$287K ﹤0.01%
23,177
+9,689
5306
$287K ﹤0.01%
11,218
-4,579
5307
$286K ﹤0.01%
23,385
-76
5308
$286K ﹤0.01%
5,629
-1,159
5309
$286K ﹤0.01%
22,974
-93,510
5310
$286K ﹤0.01%
24,563
-3,737
5311
$284K ﹤0.01%
+13,394
5312
$284K ﹤0.01%
29,007
-825
5313
$283K ﹤0.01%
28,090
-13,263
5314
$283K ﹤0.01%
111,643
+57,985
5315
$282K ﹤0.01%
33,177
+27,777
5316
$281K ﹤0.01%
13,908
+1,051
5317
$281K ﹤0.01%
25,132
+25,037
5318
$281K ﹤0.01%
13,327
-4,561
5319
$281K ﹤0.01%
5,630
+1,235
5320
$280K ﹤0.01%
17,038
-1,975
5321
$280K ﹤0.01%
7,260
-8,088
5322
$280K ﹤0.01%
41,888
+27,588
5323
$279K ﹤0.01%
5,307
-22,420
5324
$277K ﹤0.01%
19,339
+393
5325
$277K ﹤0.01%
7,858
-1