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
3001
$5.22M ﹤0.01%
60,942
-3,161
3002
$5.22M ﹤0.01%
144,969
-6,358
3003
$5.22M ﹤0.01%
120,572
+7,229
3004
$5.21M ﹤0.01%
621,542
+110,610
3005
$5.21M ﹤0.01%
259,275
+41,136
3006
$5.21M ﹤0.01%
408,425
-38,819
3007
$5.21M ﹤0.01%
120,878
+67,303
3008
$5.21M ﹤0.01%
125,682
+27,484
3009
$5.21M ﹤0.01%
1,032,896
+987,314
3010
$5.2M ﹤0.01%
188,673
+135,430
3011
$5.2M ﹤0.01%
529,100
+429,100
3012
$5.19M ﹤0.01%
188,604
+12,138
3013
$5.18M ﹤0.01%
591,510
+135,698
3014
$5.18M ﹤0.01%
192,773
+23,232
3015
$5.17M ﹤0.01%
347,721
+6,516
3016
$5.17M ﹤0.01%
473,169
-49,500
3017
$5.16M ﹤0.01%
+526,275
3018
$5.16M ﹤0.01%
13,291
+1,743
3019
$5.16M ﹤0.01%
527,257
+197,008
3020
$5.16M ﹤0.01%
526,005
+210,909
3021
$5.16M ﹤0.01%
245,360
+126,529
3022
$5.16M ﹤0.01%
266,978
+26,257
3023
$5.15M ﹤0.01%
459,219
+98,882
3024
$5.14M ﹤0.01%
246,462
-15,056
3025
$5.14M ﹤0.01%
279,369
-93,861