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
2776
$6.7M ﹤0.01%
377,640
+117,420
2777
$6.69M ﹤0.01%
792,971
-608,555
2778
$6.69M ﹤0.01%
684,998
+360,000
2779
$6.69M ﹤0.01%
122,579
+3,827
2780
$6.68M ﹤0.01%
233,690
+14,083
2781
$6.67M ﹤0.01%
1,261,826
-526,450
2782
$6.63M ﹤0.01%
147,729
+21,561
2783
$6.6M ﹤0.01%
679,931
+480,300
2784
$6.6M ﹤0.01%
165,004
-27,868
2785
$6.59M ﹤0.01%
89,302
-11,730
2786
$6.59M ﹤0.01%
133,536
+28,078
2787
$6.59M ﹤0.01%
244,978
+47,870
2788
$6.58M ﹤0.01%
47,869
-336,337
2789
$6.58M ﹤0.01%
153,224
+14,016
2790
$6.57M ﹤0.01%
648,715
2791
$6.56M ﹤0.01%
80,229
-15,243
2792
$6.55M ﹤0.01%
196,692
-141,569
2793
$6.55M ﹤0.01%
+670,000
2794
$6.54M ﹤0.01%
73,443
-27,790
2795
$6.53M ﹤0.01%
199,319
+32,024
2796
$6.53M ﹤0.01%
278,204
+933
2797
$6.53M ﹤0.01%
88,096
-34,110
2798
$6.53M ﹤0.01%
111,034
-140,567
2799
$6.53M ﹤0.01%
301,095
+31,471
2800
$6.52M ﹤0.01%
162,044
-9,113