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
5726
$139K ﹤0.01%
18,637
+3,817
5727
$139K ﹤0.01%
30,614
-10,768
5728
$138K ﹤0.01%
15,442
+10,498
5729
$138K ﹤0.01%
33,183
-29,779
5730
$138K ﹤0.01%
1,514
+47
5731
$138K ﹤0.01%
1,380
-334
5732
$138K ﹤0.01%
4,205
+20
5733
$137K ﹤0.01%
6,498
+4,293
5734
$137K ﹤0.01%
+8,002
5735
$137K ﹤0.01%
+223
5736
$137K ﹤0.01%
47,337
-6,055
5737
$137K ﹤0.01%
4,284
+3,816
5738
$136K ﹤0.01%
3,110
+586
5739
$136K ﹤0.01%
42,586
-17,678
5740
$136K ﹤0.01%
11,729
-27,648
5741
$135K ﹤0.01%
+8,845
5742
$135K ﹤0.01%
1,070
-5,300
5743
$135K ﹤0.01%
18,094
-21,906
5744
$135K ﹤0.01%
31,252
+1,021
5745
$135K ﹤0.01%
25,367
+1,842
5746
$134K ﹤0.01%
6,344
-377
5747
$134K ﹤0.01%
10,832
-11,640
5748
$134K ﹤0.01%
5,750
5749
$134K ﹤0.01%
6,090
+65
5750
$134K ﹤0.01%
1,775
+1,722