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
3101
$4.72M ﹤0.01%
277,241
-84,707
3102
$4.72M ﹤0.01%
474,994
3103
$4.71M ﹤0.01%
426,313
+15,120
3104
$4.7M ﹤0.01%
339,423
+23,966
3105
$4.69M ﹤0.01%
+471,244
3106
$4.69M ﹤0.01%
124,628
+546
3107
$4.68M ﹤0.01%
436,035
+45,029
3108
$4.68M ﹤0.01%
33,837
-2,266
3109
$4.67M ﹤0.01%
145,818
+30,225
3110
$4.67M ﹤0.01%
77,765
+14,674
3111
$4.67M ﹤0.01%
472,340
+201,466
3112
$4.66M ﹤0.01%
69,428
-4,394
3113
$4.65M ﹤0.01%
553,485
+541,318
3114
$4.65M ﹤0.01%
162,762
+61,835
3115
$4.65M ﹤0.01%
394,429
+114,181
3116
$4.64M ﹤0.01%
61,880
+26,311
3117
$4.63M ﹤0.01%
+474,822
3118
$4.62M ﹤0.01%
110,688
-39,552
3119
$4.62M ﹤0.01%
333,434
+30,495
3120
$4.62M ﹤0.01%
15,363
+6,970
3121
$4.62M ﹤0.01%
190,889
+64,153
3122
$4.59M ﹤0.01%
469,032
3123
$4.59M ﹤0.01%
77,418
-106,591
3124
$4.57M ﹤0.01%
120,622
+4,253
3125
$4.55M ﹤0.01%
191,736
+1,520