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Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 25.25%
 

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
+25.25%
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
5901
$99K ﹤0.01%
15,664
+4,730
5902
$98K ﹤0.01%
5,406
+1,852
5903
$98K ﹤0.01%
67,609
+16,851
5904
$98K ﹤0.01%
22,317
-5,948
5905
$98K ﹤0.01%
869
-442
5906
$98K ﹤0.01%
25,886
-20,967
5907
$97K ﹤0.01%
13,473
+11,733
5908
$97K ﹤0.01%
46,716
-229,807
5909
$97K ﹤0.01%
9,634
-8,218
5910
$97K ﹤0.01%
12,048
-4,365
5911
$97K ﹤0.01%
4,339
-915
5912
$96K ﹤0.01%
7,168
-4,983
5913
$96K ﹤0.01%
2,225
-764
5914
$96K ﹤0.01%
160
-56
5915
$96K ﹤0.01%
4,179
-150
5916
$95K ﹤0.01%
7,204
-4,322
5917
$95K ﹤0.01%
10,483
+1,962
5918
$95K ﹤0.01%
30,660
-38,400
5919
$95K ﹤0.01%
14,908
-2,148
5920
$95K ﹤0.01%
2,297
-459
5921
$94K ﹤0.01%
9,145
+8,934
5922
$94K ﹤0.01%
1,971
-12,888
5923
$94K ﹤0.01%
5,467
+2,623
5924
$94K ﹤0.01%
7,165
-39,174
5925
$94K ﹤0.01%
3,379
+1,041