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
5376
$259K ﹤0.01%
15,500
+14,900
5377
$259K ﹤0.01%
30,943
+23,248
5378
$258K ﹤0.01%
21,949
-27,856
5379
$257K ﹤0.01%
4,181
+3,031
5380
$256K ﹤0.01%
3,771
-235
5381
$256K ﹤0.01%
2,301
-1,826
5382
$255K ﹤0.01%
11,484
-7,693
5383
$255K ﹤0.01%
15,414
-2,671
5384
$255K ﹤0.01%
9,386
-18,152
5385
$254K ﹤0.01%
19,485
-9,934
5386
$253K ﹤0.01%
10,693
+798
5387
$253K ﹤0.01%
22,901
+2,304
5388
$253K ﹤0.01%
7,859
-3,682
5389
$253K ﹤0.01%
10,146
+492
5390
$253K ﹤0.01%
13,619
5391
$252K ﹤0.01%
63,680
+35,764
5392
$252K ﹤0.01%
6,380
-2,330
5393
$252K ﹤0.01%
9,439
-18,109
5394
$252K ﹤0.01%
12,998
-6,717
5395
$252K ﹤0.01%
69,654
-22,310
5396
$251K ﹤0.01%
6,536
-27,350
5397
$251K ﹤0.01%
8,913
-9,358
5398
$251K ﹤0.01%
13,176
5399
$251K ﹤0.01%
14,247
5400
$251K ﹤0.01%
15,127
-603