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
5951
$88K ﹤0.01%
3,846
-3,350
5952
$88K ﹤0.01%
4,324
5953
$88K ﹤0.01%
14,644
-2,183
5954
$87K ﹤0.01%
6,203
-5,094
5955
$87K ﹤0.01%
44,233
-3,131
5956
$87K ﹤0.01%
1,823
-3
5957
$87K ﹤0.01%
14,613
-984
5958
$86K ﹤0.01%
138
-251
5959
$86K ﹤0.01%
4,105
-145,895
5960
$86K ﹤0.01%
31,390
+21,743
5961
$86K ﹤0.01%
193,711
+107,942
5962
$85K ﹤0.01%
6,544
+1,284
5963
$85K ﹤0.01%
1,839
-1,433
5964
$85K ﹤0.01%
2,516
+106
5965
$85K ﹤0.01%
1,446
-430
5966
$85K ﹤0.01%
9,810
-31,843
5967
$85K ﹤0.01%
+8,592
5968
$85K ﹤0.01%
4,375
5969
$85K ﹤0.01%
8,600
5970
$84K ﹤0.01%
26,521
+9,976
5971
$84K ﹤0.01%
+7,860
5972
$83K ﹤0.01%
2,013
+2,009
5973
$83K ﹤0.01%
6,374
+2,260
5974
$83K ﹤0.01%
5,008
-19,143
5975
$83K ﹤0.01%
800
+10