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
6326
$34K ﹤0.01%
820
-208
6327
$34K ﹤0.01%
3,500
-500
6328
$34K ﹤0.01%
4,967
+504
6329
$34K ﹤0.01%
2,000
-1,300
6330
$34K ﹤0.01%
2,300
+300
6331
$34K ﹤0.01%
2,806
-1,444
6332
$34K ﹤0.01%
75,000
6333
$34K ﹤0.01%
2,175
+411
6334
$34K ﹤0.01%
64,994
6335
$33K ﹤0.01%
2,799
-42
6336
$33K ﹤0.01%
2,300
+2,100
6337
$33K ﹤0.01%
1,124
-550
6338
$33K ﹤0.01%
1,406
-194
6339
$33K ﹤0.01%
2,304
-6
6340
$33K ﹤0.01%
+1,852
6341
$33K ﹤0.01%
5,833
+1,895
6342
$33K ﹤0.01%
3,454
-66
6343
$33K ﹤0.01%
+151
6344
$32K ﹤0.01%
721
-3,504
6345
$32K ﹤0.01%
6,147
-4
6346
$32K ﹤0.01%
841
6347
$32K ﹤0.01%
3,517
-502
6348
$32K ﹤0.01%
302
-404
6349
$32K ﹤0.01%
1,461
+911
6350
$32K ﹤0.01%
1,455
+1,024