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
2951
$5.48M ﹤0.01%
197,567
-41,525
2952
$5.48M ﹤0.01%
64,238
-33,327
2953
$5.48M ﹤0.01%
560,999
+458,551
2954
$5.47M ﹤0.01%
129,238
+56,818
2955
$5.47M ﹤0.01%
288,923
-19,326
2956
$5.46M ﹤0.01%
560,400
+560,000
2957
$5.46M ﹤0.01%
569,872
+457,945
2958
$5.46M ﹤0.01%
554,100
+94,100
2959
$5.46M ﹤0.01%
556,188
2960
$5.45M ﹤0.01%
85,670
+2,737
2961
$5.44M ﹤0.01%
925,115
-2,377,092
2962
$5.44M ﹤0.01%
159,976
+18,756
2963
$5.43M ﹤0.01%
55,190
-16,340
2964
$5.41M ﹤0.01%
16,838
+10,889
2965
$5.4M ﹤0.01%
593,831
+137,847
2966
$5.38M ﹤0.01%
+552,435
2967
$5.38M ﹤0.01%
3,004,917
-438,304
2968
$5.37M ﹤0.01%
210,575
+178,069
2969
$5.37M ﹤0.01%
542,044
+256,600
2970
$5.37M ﹤0.01%
317,695
+42,466
2971
$5.37M ﹤0.01%
+540,300
2972
$5.36M ﹤0.01%
18,410
-339
2973
$5.35M ﹤0.01%
256,837
+183,018
2974
$5.35M ﹤0.01%
57,942
+877
2975
$5.34M ﹤0.01%
101,889
-79,369