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
5576
$184K ﹤0.01%
10,199
+2,387
5577
$183K ﹤0.01%
18,800
5578
$182K ﹤0.01%
6,736
-3,670
5579
$182K ﹤0.01%
8,632
-45,110
5580
$181K ﹤0.01%
16,846
-71,944
5581
$181K ﹤0.01%
1,279
-312
5582
$181K ﹤0.01%
4,886
-3,510
5583
$181K ﹤0.01%
1,398
-2,020
5584
$181K ﹤0.01%
9,221
+3,320
5585
$181K ﹤0.01%
15,051
+3,224
5586
$180K ﹤0.01%
19,576
-70,566
5587
$180K ﹤0.01%
20,460
+12,804
5588
$180K ﹤0.01%
22,270
+3,773
5589
$180K ﹤0.01%
5,229
-462
5590
$180K ﹤0.01%
74,346
+69,305
5591
$180K ﹤0.01%
21,297
-60,585
5592
$180K ﹤0.01%
18,001
5593
$179K ﹤0.01%
9,571
+3,994
5594
$179K ﹤0.01%
+12,000
5595
$179K ﹤0.01%
28,440
-106,560
5596
$179K ﹤0.01%
22,127
-46,392
5597
$179K ﹤0.01%
7,380
+621
5598
$178K ﹤0.01%
3,708
-3,295
5599
$178K ﹤0.01%
5,402
-285
5600
$177K ﹤0.01%
14,345
-393