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
6026
$75K ﹤0.01%
2,596
-1,211
6027
$75K ﹤0.01%
2,723
+157
6028
$75K ﹤0.01%
1,734
-63,654
6029
$75K ﹤0.01%
712
-4,157
6030
$74K ﹤0.01%
21,575
-299,980
6031
$74K ﹤0.01%
1,613
+594
6032
$74K ﹤0.01%
3,100
-61
6033
$74K ﹤0.01%
11,599
6034
$73K ﹤0.01%
1,579
+1,012
6035
$73K ﹤0.01%
20,805
-27,402
6036
$73K ﹤0.01%
10,000
-24
6037
$72K ﹤0.01%
11,614
+3,420
6038
$72K ﹤0.01%
1,954
-975
6039
$72K ﹤0.01%
8,584
-74,188
6040
$72K ﹤0.01%
+3,600
6041
$72K ﹤0.01%
57,363
-27
6042
$71K ﹤0.01%
29,124
+1,893
6043
$71K ﹤0.01%
1,745
+218
6044
$70K ﹤0.01%
8,686
-7,882
6045
$70K ﹤0.01%
3,019
-80
6046
$70K ﹤0.01%
1,783
-4,297
6047
$70K ﹤0.01%
5,575
-2,000
6048
$69K ﹤0.01%
+3,243
6049
$69K ﹤0.01%
11,447
-4,993
6050
$69K ﹤0.01%
16,694
-19
240 241
242
243 244