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
5401
$251K ﹤0.01%
6,548
-41,396
5402
$251K ﹤0.01%
700,000
-1,000
5403
$251K ﹤0.01%
25,000
5404
$250K ﹤0.01%
8,163
+5,432
5405
$250K ﹤0.01%
9,282
-438
5406
$250K ﹤0.01%
5,010
-32
5407
$249K ﹤0.01%
3,164
+1,083
5408
$249K ﹤0.01%
7,801
-2,872
5409
$249K ﹤0.01%
35,317
5410
$248K ﹤0.01%
7,440
+3,480
5411
$248K ﹤0.01%
1,783
+1,741
5412
$247K ﹤0.01%
2,908
+1,229
5413
$246K ﹤0.01%
6,138
-28
5414
$246K ﹤0.01%
49,571
-33,536
5415
$246K ﹤0.01%
21,383
-6,289
5416
$245K ﹤0.01%
10,095
-3,133
5417
$244K ﹤0.01%
8,844
-8,433
5418
0
5419
$244K ﹤0.01%
38,671
-1,925
5420
$244K ﹤0.01%
22,848
-2,064
5421
$243K ﹤0.01%
92,707
-300,979
5422
$243K ﹤0.01%
31,519
-18,571
5423
$242K ﹤0.01%
4,851
+78
5424
$242K ﹤0.01%
24,941
5425
$241K ﹤0.01%
32,469
-1,057,438