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
5701
$144K ﹤0.01%
26,167
-199,281
5702
$144K ﹤0.01%
1,192
+473
5703
$144K ﹤0.01%
5,870
-2,079
5704
$144K ﹤0.01%
8,564
-8,157
5705
$144K ﹤0.01%
35,598
+24,994
5706
$143K ﹤0.01%
47,763
-659,334
5707
$143K ﹤0.01%
398
-410
5708
$143K ﹤0.01%
42,116
-14,111
5709
$143K ﹤0.01%
7,425
-5,224
5710
$143K ﹤0.01%
31,749
-1,574
5711
$142K ﹤0.01%
+4,525
5712
$142K ﹤0.01%
5,591
-218
5713
$142K ﹤0.01%
1,650
-1,316
5714
$141K ﹤0.01%
2,991
-107
5715
$141K ﹤0.01%
10
5716
$141K ﹤0.01%
89
-811
5717
$141K ﹤0.01%
38,632
+7,472
5718
$141K ﹤0.01%
26,554
+1,152
5719
$140K ﹤0.01%
22,838
-202,732
5720
$140K ﹤0.01%
4,766
-1,797
5721
$140K ﹤0.01%
14,159
+14,103
5722
$139K ﹤0.01%
11,265
+2,617
5723
$139K ﹤0.01%
4,933
-5,823
5724
$139K ﹤0.01%
14,384
+5,736
5725
$139K ﹤0.01%
12,996
-8,224