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
6476
$22K ﹤0.01%
4,003
6477
$22K ﹤0.01%
625
+121
6478
$22K ﹤0.01%
4,587
-4,689
6479
$22K ﹤0.01%
251
+154
6480
$22K ﹤0.01%
758
+730
6481
$22K ﹤0.01%
1,342
+1,042
6482
$22K ﹤0.01%
8,470
+6,124
6483
$22K ﹤0.01%
50,000
6484
$22K ﹤0.01%
8,700
+1,800
6485
$22K ﹤0.01%
6,470
-1,158
6486
$22K ﹤0.01%
6,290
+303
6487
$22K ﹤0.01%
50,000
6488
$22K ﹤0.01%
1,284
-2,355
6489
$22K ﹤0.01%
519
-17,358
6490
$21K ﹤0.01%
226
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6491
$21K ﹤0.01%
3,255
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6492
$21K ﹤0.01%
1,500
6493
$21K ﹤0.01%
+900
6494
$21K ﹤0.01%
159
-110
6495
$21K ﹤0.01%
377
-115
6496
$21K ﹤0.01%
5,460
+1,863
6497
$21K ﹤0.01%
7,224
-1,361
6498
$21K ﹤0.01%
135
-2
6499
$21K ﹤0.01%
+1,486
6500
$21K ﹤0.01%
48,854