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
5851
$109K ﹤0.01%
4,193
-357
5852
$108K ﹤0.01%
4,940
+4,908
5853
$108K ﹤0.01%
9,965
-13,654
5854
$108K ﹤0.01%
719
+688
5855
$108K ﹤0.01%
2,235
-2,633
5856
$107K ﹤0.01%
7,161
5857
$106K ﹤0.01%
3,048
-3,659
5858
$106K ﹤0.01%
7,234
-11,557
5859
$106K ﹤0.01%
+1,139
5860
$106K ﹤0.01%
23,166
-25,817
5861
$106K ﹤0.01%
3,194
-29
5862
$106K ﹤0.01%
1,052
+714
5863
$106K ﹤0.01%
4,581
+1,628
5864
$106K ﹤0.01%
2,173
+304
5865
$106K ﹤0.01%
2,757
5866
$105K ﹤0.01%
9,534
-4,072
5867
$105K ﹤0.01%
8,689
-67,111
5868
$105K ﹤0.01%
8,757
5869
$105K ﹤0.01%
18,701
-1,505
5870
$105K ﹤0.01%
5,772
+5,272
5871
$105K ﹤0.01%
+10,465
5872
$105K ﹤0.01%
+10,535
5873
$105K ﹤0.01%
5,141
+41
5874
$104K ﹤0.01%
3,914
+1,747
5875
$103K ﹤0.01%
3,879
+2,226