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
6526
$19K ﹤0.01%
2,611
-2,163
6527
$19K ﹤0.01%
2,157
-403
6528
$19K ﹤0.01%
8,610
-16,493
6529
$19K ﹤0.01%
50,000
6530
$19K ﹤0.01%
+50,000
6531
$19K ﹤0.01%
25,400
6532
$19K ﹤0.01%
77,379
6533
$19K ﹤0.01%
55,721
6534
$19K ﹤0.01%
800
-215
6535
$19K ﹤0.01%
472
-28
6536
$18K ﹤0.01%
500
-50
6537
$18K ﹤0.01%
1,167
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6538
$18K ﹤0.01%
1,046
6539
$18K ﹤0.01%
1,000
-22,110
6540
$18K ﹤0.01%
4,466
6541
$18K ﹤0.01%
500
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6542
$18K ﹤0.01%
604
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6543
$18K ﹤0.01%
158
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6544
$18K ﹤0.01%
960
-2,286
6545
$18K ﹤0.01%
5,456
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6546
$18K ﹤0.01%
8,111
-48,375
6547
$18K ﹤0.01%
200
6548
$18K ﹤0.01%
19,561
-168,335
6549
$18K ﹤0.01%
+50,000
6550
$18K ﹤0.01%
+50,000