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
5501
$205K ﹤0.01%
4,061
-3,400
5502
$205K ﹤0.01%
2,935
+75
5503
$204K ﹤0.01%
9,144
-185
5504
$204K ﹤0.01%
6,832
+3,274
5505
$204K ﹤0.01%
10,389
-14,654
5506
$204K ﹤0.01%
8,061
-581
5507
$203K ﹤0.01%
3,668
-1,061
5508
$203K ﹤0.01%
7,963
-3,150
5509
$203K ﹤0.01%
26,524
-11,937
5510
$202K ﹤0.01%
22,123
+3,504
5511
$202K ﹤0.01%
6,015
-588
5512
$201K ﹤0.01%
+12,406
5513
$201K ﹤0.01%
12,500
-164
5514
$201K ﹤0.01%
8,440
+4,306
5515
$201K ﹤0.01%
+3,267
5516
$201K ﹤0.01%
11,918
-115
5517
$200K ﹤0.01%
16,670
+9,655
5518
$200K ﹤0.01%
86,204
-138
5519
$200K ﹤0.01%
20,000
-100,000
5520
$200K ﹤0.01%
+20,000
5521
$199K ﹤0.01%
17,691
+15,958
5522
$199K ﹤0.01%
30,995
-50,801
5523
$199K ﹤0.01%
8,442
+678
5524
$199K ﹤0.01%
21,189
-110,274
5525
$198K ﹤0.01%
43,615
-21,054