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
6001
$79K ﹤0.01%
10,024
-23
6002
$79K ﹤0.01%
2,040
+463
6003
$79K ﹤0.01%
1,514
+793
6004
$79K ﹤0.01%
5,818
+672
6005
$79K ﹤0.01%
1,246
-864
6006
$79K ﹤0.01%
4,376
-193
6007
$79K ﹤0.01%
+8,120
6008
$79K ﹤0.01%
8,000
6009
$79K ﹤0.01%
10,700
-431
6010
$78K ﹤0.01%
36,000
6011
$78K ﹤0.01%
3,474
6012
$78K ﹤0.01%
50,727
-21,932
6013
$78K ﹤0.01%
2,114
-3,265
6014
$77K ﹤0.01%
86
+80
6015
$77K ﹤0.01%
3,176
+2,876
6016
$77K ﹤0.01%
11,401
-1,183
6017
$77K ﹤0.01%
5,546
-5,162
6018
$76K ﹤0.01%
13,079
-63,811
6019
$76K ﹤0.01%
1,950
-4,567
6020
$76K ﹤0.01%
16,365
+238
6021
$76K ﹤0.01%
18,547
-55,782
6022
$75K ﹤0.01%
117
-155
6023
$75K ﹤0.01%
7,726
6024
$75K ﹤0.01%
1,035
-1,019
6025
$75K ﹤0.01%
4,166
+1,685