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
5776
$127K ﹤0.01%
40,000
5777
$125K ﹤0.01%
10,791
-10,915
5778
$125K ﹤0.01%
17,836
-8,040
5779
$125K ﹤0.01%
3,118
+2,563
5780
$124K ﹤0.01%
5,136
-12,281
5781
$124K ﹤0.01%
12,242
+863
5782
$124K ﹤0.01%
5,614
-1,092
5783
$124K ﹤0.01%
1,344
-625
5784
$123K ﹤0.01%
11,343
+355
5785
$123K ﹤0.01%
19,699
-30,054
5786
$122K ﹤0.01%
15,125
-148,250
5787
$122K ﹤0.01%
15,065
-5,350
5788
$122K ﹤0.01%
6,213
+3,110
5789
$122K ﹤0.01%
6,732
-2,454
5790
$122K ﹤0.01%
9,596
-6,471
5791
$122K ﹤0.01%
12,401
-143
5792
$122K ﹤0.01%
7,987
+87
5793
$122K ﹤0.01%
23,599
+12,454
5794
$122K ﹤0.01%
3,066
+177
5795
$122K ﹤0.01%
49,492
+2,906
5796
$121K ﹤0.01%
7,163
-19,947
5797
$121K ﹤0.01%
4,088
+792
5798
$120K ﹤0.01%
13,874
+4,300
5799
$120K ﹤0.01%
4,724
-3,001
5800
$120K ﹤0.01%
13,358
-1,887