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
5526
$198K ﹤0.01%
+10,650
5527
$198K ﹤0.01%
20,070
+17,678
5528
$197K ﹤0.01%
21,795
+9
5529
$197K ﹤0.01%
732
+412
5530
$197K ﹤0.01%
19,721
-12,597
5531
$197K ﹤0.01%
23,830
+13,855
5532
$197K ﹤0.01%
16,946
+1,221
5533
$196K ﹤0.01%
8,152
-1,012
5534
$196K ﹤0.01%
11,713
-4,318
5535
$196K ﹤0.01%
8,647
-56,782
5536
$196K ﹤0.01%
15,770
-3,293
5537
$196K ﹤0.01%
34,425
+600
5538
$196K ﹤0.01%
+502
5539
$196K ﹤0.01%
20,871
-1,971
5540
$195K ﹤0.01%
+2,240
5541
$195K ﹤0.01%
40,737
-11,459
5542
$195K ﹤0.01%
37,870
-6,512
5543
$194K ﹤0.01%
6,485
-5,347
5544
$194K ﹤0.01%
42,203
+42,079
5545
$193K ﹤0.01%
10,000
-2,110
5546
$193K ﹤0.01%
15,636
-929
5547
$193K ﹤0.01%
17,176
-9,550
5548
$193K ﹤0.01%
14,799
-5,074
5549
$193K ﹤0.01%
10,000
-167
5550
$192K ﹤0.01%
8,175
-7,929