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
2401
$10.2M ﹤0.01%
777,820
+116,767
2402
$10.2M ﹤0.01%
148,149
+86,405
2403
$10.2M ﹤0.01%
612,483
-46,543
2404
$10.2M ﹤0.01%
274,862
+102,189
2405
$10.1M ﹤0.01%
67,245
+13,449
2406
$10.1M ﹤0.01%
340,724
-394,487
2407
$10.1M ﹤0.01%
+121,073
2408
$10.1M ﹤0.01%
180,965
+172,442
2409
$10.1M ﹤0.01%
270,388
+144,274
2410
$10.1M ﹤0.01%
422,842
+24,910
2411
$10M ﹤0.01%
137,571
+11,245
2412
$10M ﹤0.01%
1,314,544
-145,164
2413
$10M ﹤0.01%
135,113
+4,442
2414
$10M ﹤0.01%
240,790
+13,613
2415
$10M ﹤0.01%
14,715
-4,835
2416
$10M ﹤0.01%
183,857
+175,257
2417
$10M ﹤0.01%
209,030
+6,834
2418
$10M ﹤0.01%
229,958
-28,213
2419
$10M ﹤0.01%
298,911
-18,902
2420
$9.99M ﹤0.01%
308,089
-34,330
2421
$9.97M ﹤0.01%
320,962
-164,582
2422
$9.97M ﹤0.01%
1,015,373
+864,700
2423
$9.96M ﹤0.01%
401,092
-24,296
2424
$9.96M ﹤0.01%
822,534
+125,411
2425
$9.96M ﹤0.01%
305,300
+12,209