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
5751
$134K ﹤0.01%
6,080
+2,925
5752
$133K ﹤0.01%
+803
5753
$132K ﹤0.01%
5,921
-150
5754
$132K ﹤0.01%
21,574
-10,524
5755
$132K ﹤0.01%
11,615
-1,385
5756
$131K ﹤0.01%
9,933
+1,740
5757
$131K ﹤0.01%
5,225
+4,067
5758
$131K ﹤0.01%
3,249
-3,096
5759
$131K ﹤0.01%
41,598
+39,875
5760
$131K ﹤0.01%
27,650
-32,769
5761
$131K ﹤0.01%
2,402
+1,473
5762
$131K ﹤0.01%
45,275
-29,709
5763
$130K ﹤0.01%
13,490
-3,658
5764
$130K ﹤0.01%
29,641
+11,096
5765
$130K ﹤0.01%
17,435
-9,848
5766
$129K ﹤0.01%
+1,162
5767
$129K ﹤0.01%
+12,074
5768
$128K ﹤0.01%
24,537
-181,297
5769
$128K ﹤0.01%
14,710
+14,543
5770
$128K ﹤0.01%
17,498
+12,555
5771
$128K ﹤0.01%
27,257
+15,673
5772
$127K ﹤0.01%
26,306
-36,924
5773
$127K ﹤0.01%
17,702
-43
5774
$127K ﹤0.01%
3,185
5775
$127K ﹤0.01%
+17,550