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
5601
$177K ﹤0.01%
10,465
+496
5602
$177K ﹤0.01%
10,000
5603
$176K ﹤0.01%
2,446
-2,394
5604
$176K ﹤0.01%
13,688
-2,645
5605
$176K ﹤0.01%
9,616
+2,721
5606
$175K ﹤0.01%
11,125
+10,985
5607
$175K ﹤0.01%
41,866
+41,238
5608
$175K ﹤0.01%
2,934
-3,671
5609
$175K ﹤0.01%
5,551
-87
5610
$175K ﹤0.01%
7,265
+2,250
5611
$174K ﹤0.01%
8,640
+1,747
5612
$173K ﹤0.01%
5,725
-21,265
5613
$172K ﹤0.01%
11,234
-109,615
5614
$171K ﹤0.01%
20,750
-523
5615
$171K ﹤0.01%
4,772
-638
5616
$169K ﹤0.01%
41,919
+715
5617
$169K ﹤0.01%
23,904
+17,017
5618
$169K ﹤0.01%
19,585
-5,242
5619
$168K ﹤0.01%
22,286
-8,290
5620
$168K ﹤0.01%
47,600
+3,004
5621
$167K ﹤0.01%
13,830
+10,027
5622
$167K ﹤0.01%
19,281
-33,989
5623
$167K ﹤0.01%
+1,560
5624
$166K ﹤0.01%
15,914
-10,248
5625
$166K ﹤0.01%
7,201
-987