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
6801
$7K ﹤0.01%
22,646
6802
$7K ﹤0.01%
12,500
6803
$7K ﹤0.01%
+129
6804
$7K ﹤0.01%
+510
6805
$7K ﹤0.01%
507
-435
6806
$7K ﹤0.01%
96
-736
6807
$7K ﹤0.01%
939
+197
6808
$7K ﹤0.01%
798
+413
6809
$7K ﹤0.01%
28,395
6810
$7K ﹤0.01%
36,746
6811
$7K ﹤0.01%
690
-133
6812
$7K ﹤0.01%
224
+6
6813
$7K ﹤0.01%
2,156
-15,845
6814
$7K ﹤0.01%
500
-544
6815
$6K ﹤0.01%
8,466
-12,911
6816
$6K ﹤0.01%
600
6817
$6K ﹤0.01%
33,433
+100
6818
$6K ﹤0.01%
70
-2
6819
$6K ﹤0.01%
532
-35
6820
$6K ﹤0.01%
190
+52
6821
$6K ﹤0.01%
2,211
+609
6822
$6K ﹤0.01%
24,166
-42,022
6823
$6K ﹤0.01%
160
6824
$6K ﹤0.01%
25,000
6825
$6K ﹤0.01%
+236