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
5801
$120K ﹤0.01%
46,841
+17,133
5802
$119K ﹤0.01%
75,281
+17,377
5803
$119K ﹤0.01%
2,548
+1,908
5804
$118K ﹤0.01%
10,672
-50
5805
$118K ﹤0.01%
30,575
-36,015
5806
$118K ﹤0.01%
+23,353
5807
$117K ﹤0.01%
17,938
-1,480
5808
$117K ﹤0.01%
3,266
+800
5809
$117K ﹤0.01%
3,417
-7,233
5810
$117K ﹤0.01%
22,664
-124,605
5811
$116K ﹤0.01%
6,378
+6,358
5812
$116K ﹤0.01%
16,505
-12,070
5813
$115K ﹤0.01%
5,682
+3,319
5814
$115K ﹤0.01%
31,905
+2,709
5815
$115K ﹤0.01%
+16,720
5816
$115K ﹤0.01%
3,128
-1,616
5817
$114K ﹤0.01%
28,882
-4,038
5818
$114K ﹤0.01%
6,848
-2,785
5819
$114K ﹤0.01%
1,800
5820
$113K ﹤0.01%
11,644
+7,536
5821
$113K ﹤0.01%
8,696
-60,106
5822
$113K ﹤0.01%
2,592
+544
5823
$113K ﹤0.01%
63,561
-72,549
5824
$113K ﹤0.01%
31,444
+27,278
5825
$113K ﹤0.01%
4,462
-141