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
7101
$1K ﹤0.01%
+100
7102
$1K ﹤0.01%
200
-20,150
7103
$1K ﹤0.01%
44
7104
$1K ﹤0.01%
839
-121
7105
$1K ﹤0.01%
+162
7106
$1K ﹤0.01%
1,010
+10
7107
$1K ﹤0.01%
2,175
+300
7108
$1K ﹤0.01%
1,666
7109
$1K ﹤0.01%
123
-7
7110
$1K ﹤0.01%
7,681
7111
$1K ﹤0.01%
390
7112
$1K ﹤0.01%
862
-3,835
7113
$1K ﹤0.01%
1,250
7114
$1K ﹤0.01%
2,550
7115
$1K ﹤0.01%
1,722
-5,201
7116
$1K ﹤0.01%
675
7117
$1K ﹤0.01%
5,800
7118
$1K ﹤0.01%
1,000
-13,519
7119
$1K ﹤0.01%
92
-217
7120
$1K ﹤0.01%
500
-12
7121
$1K ﹤0.01%
100
-4
7122
$1K ﹤0.01%
31
-56
7123
-2
7124
$1K ﹤0.01%
154
-79
7125
$1K ﹤0.01%
27