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
6151
$55K ﹤0.01%
14,438
-13,022
6152
$55K ﹤0.01%
2,455
-2,170
6153
$55K ﹤0.01%
1,549
+923
6154
$55K ﹤0.01%
3,812
-4,388
6155
$55K ﹤0.01%
2,373
-16,774
6156
$55K ﹤0.01%
6,361
+1,247
6157
$55K ﹤0.01%
824
-401
6158
$55K ﹤0.01%
808
-906
6159
$55K ﹤0.01%
97,800
-22,825
6160
$54K ﹤0.01%
2,541
-6,216
6161
$54K ﹤0.01%
+3,073
6162
$54K ﹤0.01%
2,335
-4,450
6163
$54K ﹤0.01%
9,417
-10
6164
$54K ﹤0.01%
6,631
-5,204
6165
$53K ﹤0.01%
4,899
+4,898
6166
$53K ﹤0.01%
10,000
6167
$53K ﹤0.01%
1,033
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6168
$53K ﹤0.01%
+1,807
6169
$52K ﹤0.01%
3,538
+240
6170
$52K ﹤0.01%
8,043
-17,195
6171
$52K ﹤0.01%
3,164
-7,200
6172
$52K ﹤0.01%
2,000
6173
$52K ﹤0.01%
761
-59
6174
$52K ﹤0.01%
2,307
+509
6175
$52K ﹤0.01%
2,464
-738