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
3076
$4.83M ﹤0.01%
350,142
+26,521
3077
$4.82M ﹤0.01%
613,733
+103,147
3078
$4.82M ﹤0.01%
211,394
+160,544
3079
$4.82M ﹤0.01%
179,574
+15,108
3080
$4.81M ﹤0.01%
68,360
+2,411
3081
$4.81M ﹤0.01%
815,328
+56,564
3082
$4.8M ﹤0.01%
415,522
+58,334
3083
$4.78M ﹤0.01%
99,071
+77,202
3084
$4.77M ﹤0.01%
200,312
+12,403
3085
$4.77M ﹤0.01%
+490,000
3086
$4.77M ﹤0.01%
149,009
+98,172
3087
$4.76M ﹤0.01%
70,559
+17,118
3088
$4.76M ﹤0.01%
151,543
-29,586
3089
$4.76M ﹤0.01%
199,265
-17,240
3090
$4.76M ﹤0.01%
93,626
-3,189
3091
$4.75M ﹤0.01%
400,083
+111,397
3092
$4.75M ﹤0.01%
129,387
-44,375
3093
$4.74M ﹤0.01%
+490,000
3094
$4.74M ﹤0.01%
230,769
+3,293
3095
$4.74M ﹤0.01%
332,652
-78,356
3096
$4.74M ﹤0.01%
267,977
+73,180
3097
$4.74M ﹤0.01%
421,968
+162,950
3098
$4.74M ﹤0.01%
205,314
+68,506
3099
$4.74M ﹤0.01%
398,823
+316,898
3100
$4.72M ﹤0.01%
64,738
-20,584