Bank of America

Bank of America Portfolio holdings

AUM $1.34T
1-Year Est. Return 19.29%
 

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 Quarter Est. Return
1 Year Est. Return
+19.29%
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 +$13.3B
2 +$13.3B
3 +$4.76B
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.43B
5
AAPL icon
Apple
AAPL
+$2.51B

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
2501
$9.04M ﹤0.01%
355,933
+29,839
2502
$9.04M ﹤0.01%
656,733
-167,174
2503
$9.03M ﹤0.01%
922,658
+475,100
2504
$9.03M ﹤0.01%
200,000
2505
$9.03M ﹤0.01%
76,241
-1,912
2506
$9.01M ﹤0.01%
424,576
+77,693
2507
$9M ﹤0.01%
370,089
+203,782
2508
$9M ﹤0.01%
445,112
-494,878
2509
$8.99M ﹤0.01%
142,012
-128,660
2510
$8.98M ﹤0.01%
151,629
+3,113
2511
$8.98M ﹤0.01%
283,396
+6,229
2512
$8.98M ﹤0.01%
250,024
-27,978
2513
$8.97M ﹤0.01%
694,680
-93,170
2514
$8.95M ﹤0.01%
253,104
+37,583
2515
$8.93M ﹤0.01%
361,723
+9,957
2516
$8.92M ﹤0.01%
240,008
-25,086
2517
$8.86M ﹤0.01%
230,378
+124,221
2518
$8.86M ﹤0.01%
417,046
+24,927
2519
$8.83M ﹤0.01%
617,246
+38,268
2520
$8.83M ﹤0.01%
151,947
-25,756
2521
$8.82M ﹤0.01%
191,263
+8,629
2522
$8.81M ﹤0.01%
361,354
+91,090
2523
$8.81M ﹤0.01%
159,991
+111,128
2524
$8.79M ﹤0.01%
450,268
+52,219
2525
$8.79M ﹤0.01%
166,190
-9,382