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Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 25.25%
 

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
+25.25%
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
7301
-634,999
7302
-320,948
7303
-17,182
7304
-1
7305
-12,303
7306
-1,811
7307
-1,269
7308
-118,871
7309
-120,000
7310
-2,506,768
7311
-177
7312
-248,774
7313
-815,369
7314
-16,298
7315
-1,992,892
7316
-5,558
7317
-775,544
7318
-72,540
7319
-3
7320
$0 ﹤0.01%
43
-47
7321
$0 ﹤0.01%
69
-1,231
7322
-30
7323
-2,386
7324
-3
7325
-27,859