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
5976
$83K ﹤0.01%
8,340
+2,700
5977
$83K ﹤0.01%
5,632
+2,509
5978
$83K ﹤0.01%
1,192
-10,351
5979
$83K ﹤0.01%
3,404
5980
$82K ﹤0.01%
13,990
-2,346
5981
$82K ﹤0.01%
9,637
-1,487
5982
$82K ﹤0.01%
20,278
-8,338
5983
$82K ﹤0.01%
33,560
-182,848
5984
$82K ﹤0.01%
2,712
-3,338
5985
$82K ﹤0.01%
2,016
-537
5986
$82K ﹤0.01%
4,944
+849
5987
$81K ﹤0.01%
3,116
5988
$81K ﹤0.01%
2,011
+1,426
5989
$81K ﹤0.01%
61,771
-12,097
5990
$81K ﹤0.01%
+8,016
5991
$80K ﹤0.01%
5,287
-823
5992
$80K ﹤0.01%
+2,473
5993
$80K ﹤0.01%
4,438
-1,300
5994
$80K ﹤0.01%
1,453
-66
5995
$80K ﹤0.01%
3,729
-3,098
5996
$80K ﹤0.01%
712
+301
5997
$80K ﹤0.01%
1,373
+414
5998
$80K ﹤0.01%
153,329
-2,340
5999
$80K ﹤0.01%
10,921
+6,701
6000
$79K ﹤0.01%
1,510
+897