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
2526
$8.79M ﹤0.01%
484,140
+261,623
2527
$8.79M ﹤0.01%
178,078
+64,720
2528
$8.78M ﹤0.01%
248,670
-11,119
2529
$8.78M ﹤0.01%
666,103
-57,517
2530
$8.77M ﹤0.01%
129,317
+4,938
2531
$8.76M ﹤0.01%
459,686
+319,429
2532
$8.76M ﹤0.01%
254,458
+4,188
2533
$8.75M ﹤0.01%
1,067,365
+80,027
2534
$8.75M ﹤0.01%
78,110
-719,250
2535
$8.74M ﹤0.01%
280,673
+166,903
2536
$8.73M ﹤0.01%
237,964
+95,390
2537
$8.72M ﹤0.01%
35,393
-5,190
2538
$8.72M ﹤0.01%
557,342
-344,472
2539
$8.69M ﹤0.01%
276,610
+169,051
2540
$8.69M ﹤0.01%
251,217
+35,049
2541
$8.69M ﹤0.01%
160,482
+37,287
2542
$8.68M ﹤0.01%
312,515
-512,725
2543
$8.66M ﹤0.01%
941,877
-83,971
2544
$8.64M ﹤0.01%
251,364
+83,395
2545
$8.63M ﹤0.01%
74,837
+36,193
2546
$8.62M ﹤0.01%
195,241
-50,349
2547
$8.61M ﹤0.01%
463,517
+53,508
2548
$8.6M ﹤0.01%
589,290
-2,629
2549
$8.6M ﹤0.01%
444,897
+54,735
2550
$8.6M ﹤0.01%
637,031
+187,854