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
6226
$45K ﹤0.01%
3,994
-106
6227
$45K ﹤0.01%
200,000
6228
$45K ﹤0.01%
4,861
+1,394
6229
$45K ﹤0.01%
+4,502
6230
$44K ﹤0.01%
1,496
-4,447
6231
$44K ﹤0.01%
6,928
+1,073
6232
$44K ﹤0.01%
+2,473
6233
$44K ﹤0.01%
6,033
-14,934
6234
$44K ﹤0.01%
72
-215
6235
$44K ﹤0.01%
+2,253
6236
$44K ﹤0.01%
1,725
6237
$44K ﹤0.01%
+14,802
6238
$44K ﹤0.01%
24,996
-24,964
6239
$44K ﹤0.01%
+4,524
6240
$43K ﹤0.01%
20,188
-15,843
6241
$43K ﹤0.01%
1,483
-3,181
6242
$43K ﹤0.01%
4,568
-1,036
6243
$43K ﹤0.01%
19,620
-55,826
6244
$43K ﹤0.01%
6,047
-582
6245
$43K ﹤0.01%
1,819
+18
6246
$43K ﹤0.01%
6,331
-16,397
6247
$43K ﹤0.01%
433
-5,057
6248
$43K ﹤0.01%
3,002
-9,488
6249
$43K ﹤0.01%
67,599
-104,197
6250
$43K ﹤0.01%
3,990
-140