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
5876
$103K ﹤0.01%
4,010
-10,774
5877
$103K ﹤0.01%
4,881
-487
5878
$103K ﹤0.01%
57,448
+5,306
5879
$103K ﹤0.01%
15,554
-3,296
5880
$103K ﹤0.01%
1,516
-13
5881
$102K ﹤0.01%
26,055
+4,960
5882
$102K ﹤0.01%
5,389
-2,201
5883
$102K ﹤0.01%
1,354
+1,271
5884
$101K ﹤0.01%
19,778
-4,126
5885
$101K ﹤0.01%
6,660
-13,242
5886
$101K ﹤0.01%
1,000
5887
$101K ﹤0.01%
16,208
+6,787
5888
$101K ﹤0.01%
6,817
-5,308
5889
$101K ﹤0.01%
+10,300
5890
$101K ﹤0.01%
26,585
+18,404
5891
$100K ﹤0.01%
5,554
-1,030
5892
$100K ﹤0.01%
2,194
-250
5893
$100K ﹤0.01%
15,311
-2,500
5894
$100K ﹤0.01%
3,521
+1,194
5895
$100K ﹤0.01%
+10,300
5896
$100K ﹤0.01%
10,279
-24
5897
$100K ﹤0.01%
3,114
+2,498
5898
$99K ﹤0.01%
2,051
+1,282
5899
$99K ﹤0.01%
32,717
+3,440
5900
$99K ﹤0.01%
+1,672