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
5326
$276K ﹤0.01%
8,033
+7,752
5327
$276K ﹤0.01%
12,198
+6,785
5328
$276K ﹤0.01%
30,943
+30,387
5329
$276K ﹤0.01%
25,499
+2,808
5330
$276K ﹤0.01%
27,710
5331
$275K ﹤0.01%
14,495
+14,475
5332
$275K ﹤0.01%
4,249
+2,679
5333
$275K ﹤0.01%
1,473
-327
5334
$274K ﹤0.01%
38,260
-25,727
5335
$274K ﹤0.01%
49,028
-17,431
5336
$273K ﹤0.01%
12,708
-1,325
5337
$273K ﹤0.01%
58,683
-26,839
5338
$273K ﹤0.01%
7,486
+1,055
5339
$273K ﹤0.01%
45,803
+38,255
5340
$272K ﹤0.01%
+15,199
5341
$272K ﹤0.01%
8,690
+2,056
5342
$272K ﹤0.01%
34,958
+2,861
5343
$272K ﹤0.01%
+38,161
5344
$272K ﹤0.01%
27,709
5345
$271K ﹤0.01%
37,513
-86,865
5346
$271K ﹤0.01%
16,825
+37
5347
$271K ﹤0.01%
1,868
-36,256
5348
$270K ﹤0.01%
33,428
+29,583
5349
$269K ﹤0.01%
3,821
-628
5350
$269K ﹤0.01%
8,200
-3