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
3051
$4.97M ﹤0.01%
50,502
-16,486
3052
$4.97M ﹤0.01%
113,373
-15,654
3053
$4.97M ﹤0.01%
193,100
-4,584
3054
$4.96M ﹤0.01%
102,417
-10,706
3055
$4.96M ﹤0.01%
608,041
-16,243
3056
$4.96M ﹤0.01%
82,483
-816
3057
$4.96M ﹤0.01%
500,000
3058
$4.95M ﹤0.01%
220,478
+9,207
3059
$4.94M ﹤0.01%
105,776
-4,666
3060
$4.94M ﹤0.01%
91,551
-1,265
3061
$4.94M ﹤0.01%
120,804
+22,164
3062
$4.94M ﹤0.01%
84,986
-20,023
3063
$4.93M ﹤0.01%
192,479
+33,806
3064
$4.92M ﹤0.01%
181,538
-118,037
3065
$4.92M ﹤0.01%
60,297
+11,591
3066
$4.91M ﹤0.01%
334,082
+40,644
3067
$4.9M ﹤0.01%
366,450
+12,937
3068
$4.89M ﹤0.01%
+492,000
3069
$4.88M ﹤0.01%
31,965
-9,333
3070
$4.88M ﹤0.01%
130,449
+54,761
3071
$4.87M ﹤0.01%
49,669
-6,610
3072
$4.87M ﹤0.01%
499,388
3073
$4.84M ﹤0.01%
35,874
+12,087
3074
$4.84M ﹤0.01%
77,381
-49,853
3075
$4.83M ﹤0.01%
+500,000