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
5676
$151K ﹤0.01%
35,929
-477
5677
$150K ﹤0.01%
2,227
+618
5678
$149K ﹤0.01%
10,000
+9,991
5679
$149K ﹤0.01%
24,771
-186
5680
$149K ﹤0.01%
12,064
+1,959
5681
$149K ﹤0.01%
31,472
-34,836
5682
$149K ﹤0.01%
30,974
-6,568
5683
$149K ﹤0.01%
11,806
-23,807
5684
$148K ﹤0.01%
27,107
-28,725
5685
$148K ﹤0.01%
12,657
-11
5686
$148K ﹤0.01%
38,710
+7,375
5687
$148K ﹤0.01%
18,935
-19,570
5688
$147K ﹤0.01%
4,204
+256
5689
$147K ﹤0.01%
14,156
-250
5690
$147K ﹤0.01%
38,850
+325
5691
$147K ﹤0.01%
30,496
-15,924
5692
$146K ﹤0.01%
53,588
-42,759
5693
$146K ﹤0.01%
4,750
-9,389
5694
$146K ﹤0.01%
7,718
-7,067
5695
$146K ﹤0.01%
2,454
-189
5696
$146K ﹤0.01%
12,543
-362
5697
$145K ﹤0.01%
16,898
-1,979
5698
$145K ﹤0.01%
21,656
-10,144
5699
$145K ﹤0.01%
7,191
-5,100
5700
$145K ﹤0.01%
6,118
-3,460