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
6076
$66K ﹤0.01%
16,618
+11,267
6077
$66K ﹤0.01%
2,380
+1,743
6078
$65K ﹤0.01%
+7,546
6079
$65K ﹤0.01%
2,630
+1,971
6080
$65K ﹤0.01%
3,580
-2,367
6081
$65K ﹤0.01%
92
6082
$65K ﹤0.01%
6,054
-391
6083
$65K ﹤0.01%
2,330
-4,431
6084
$65K ﹤0.01%
11,518
-3,835
6085
$65K ﹤0.01%
1,391
-85
6086
$64K ﹤0.01%
19,332
-29,350
6087
$64K ﹤0.01%
823
+318
6088
$64K ﹤0.01%
26,914
-2,060
6089
$64K ﹤0.01%
5,357
-6,708
6090
$64K ﹤0.01%
10,862
-25,000
6091
$64K ﹤0.01%
+2,474
6092
$64K ﹤0.01%
39,910
-79,586
6093
$64K ﹤0.01%
1,579
+861
6094
$63K ﹤0.01%
2,558
-2,623
6095
$63K ﹤0.01%
1,881
-95
6096
$63K ﹤0.01%
965
-750
6097
$63K ﹤0.01%
1,210
-590
6098
$63K ﹤0.01%
7,402
-14,070
6099
$63K ﹤0.01%
1,269
-5,399
6100
$63K ﹤0.01%
3,479
-999