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
5451
$231K ﹤0.01%
74,476
-11,989
5452
$230K ﹤0.01%
901
-361
5453
$230K ﹤0.01%
49,192
+23,647
5454
$230K ﹤0.01%
33,085
-12,691
5455
$229K ﹤0.01%
15,028
-4,985
5456
$229K ﹤0.01%
20,378
+19,994
5457
$228K ﹤0.01%
17,000
-1,500
5458
$227K ﹤0.01%
110,012
+88,232
5459
$227K ﹤0.01%
9,957
-8,041
5460
$224K ﹤0.01%
16,976
-37,240
5461
0
5462
$223K ﹤0.01%
6,781
+6,758
5463
$223K ﹤0.01%
9,896
-327
5464
$223K ﹤0.01%
199,649
+128,367
5465
$223K ﹤0.01%
3,110
5466
$222K ﹤0.01%
12,471
+1,754
5467
$222K ﹤0.01%
14,653
-11,826
5468
$220K ﹤0.01%
10,442
+4,010
5469
$219K ﹤0.01%
4,972
-6,485
5470
$219K ﹤0.01%
3,311
-5,275
5471
$219K ﹤0.01%
7,538
+2,732
5472
$218K ﹤0.01%
27,225
5473
$218K ﹤0.01%
5,030
+11
5474
$216K ﹤0.01%
11,379
-11,444
5475
$216K ﹤0.01%
18,305
+3,566