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
3026
$5.13M ﹤0.01%
59,418
-351,366
3027
$5.13M ﹤0.01%
195,134
+115,641
3028
$5.11M ﹤0.01%
381,964
+44,973
3029
$5.11M ﹤0.01%
1,142,409
+71,492
3030
$5.11M ﹤0.01%
87,202
+31,965
3031
$5.1M ﹤0.01%
639,527
-430,874
3032
$5.09M ﹤0.01%
519,550
+50
3033
$5.09M ﹤0.01%
428,333
-23,714
3034
$5.08M ﹤0.01%
489,691
-463
3035
$5.08M ﹤0.01%
520,300
+370,300
3036
$5.07M ﹤0.01%
91,138
-34,560
3037
$5.05M ﹤0.01%
265,275
+2,033
3038
$5.04M ﹤0.01%
118,583
+4,585
3039
$5.02M ﹤0.01%
512,735
+440,000
3040
$5.01M ﹤0.01%
+1,543
3041
$5.01M ﹤0.01%
229,249
-6,593
3042
$5M ﹤0.01%
140,317
-3,790
3043
$5M ﹤0.01%
491,625
3044
$4.99M ﹤0.01%
252,677
+6,092
3045
$4.99M ﹤0.01%
229,571
+112,248
3046
$4.99M ﹤0.01%
185,293
+24,285
3047
$4.98M ﹤0.01%
+500,000
3048
$4.98M ﹤0.01%
357,213
+84,081
3049
$4.98M ﹤0.01%
+510,000
3050
$4.97M ﹤0.01%
106,996
-23,394