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
2901
$5.85M ﹤0.01%
176,194
+53,240
2902
$5.85M ﹤0.01%
132,963
+6,830
2903
$5.84M ﹤0.01%
212,561
+67,066
2904
$5.84M ﹤0.01%
+592,000
2905
$5.83M ﹤0.01%
175,112
-7,842
2906
$5.83M ﹤0.01%
122,193
-30,500
2907
$5.83M ﹤0.01%
479,851
-62,959
2908
$5.81M ﹤0.01%
446,432
+5,121
2909
$5.8M ﹤0.01%
352,200
-69,608
2910
$5.8M ﹤0.01%
305,029
+32,084
2911
$5.79M ﹤0.01%
60,790
-10,922
2912
$5.79M ﹤0.01%
158,219
-10,283
2913
$5.78M ﹤0.01%
497,677
+426,962
2914
$5.77M ﹤0.01%
118,640
+11,750
2915
$5.77M ﹤0.01%
590,000
+580,000
2916
$5.76M ﹤0.01%
220,307
-29,302
2917
$5.75M ﹤0.01%
73,017
-6,285
2918
$5.74M ﹤0.01%
514,553
+15,739
2919
$5.71M ﹤0.01%
438,447
-43,391
2920
$5.7M ﹤0.01%
593,376
+4,846
2921
$5.7M ﹤0.01%
197,151
+12,253
2922
$5.69M ﹤0.01%
408,623
-35,028
2923
$5.69M ﹤0.01%
1,167,974
+17,520
2924
$5.69M ﹤0.01%
142,917
-3,721
2925
$5.68M ﹤0.01%
31,692
+2,620