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
3151
$4.43M ﹤0.01%
173,721
+17,607
3152
$4.42M ﹤0.01%
257,852
+93,292
3153
$4.42M ﹤0.01%
58,463
+41
3154
$4.41M ﹤0.01%
153,994
-30,192
3155
$4.4M ﹤0.01%
177,554
-19,064
3156
$4.4M ﹤0.01%
279,726
+7,174
3157
$4.4M ﹤0.01%
142,705
+73,570
3158
$4.4M ﹤0.01%
75,131
-40,370
3159
$4.39M ﹤0.01%
358,846
+105,983
3160
$4.38M ﹤0.01%
259,160
+121,261
3161
$4.38M ﹤0.01%
449,138
3162
$4.37M ﹤0.01%
303,839
+23,362
3163
$4.35M ﹤0.01%
44,377
+5,982
3164
$4.35M ﹤0.01%
170,685
+252
3165
$4.35M ﹤0.01%
170,161
+17,370
3166
$4.34M ﹤0.01%
137,461
+39,989
3167
$4.34M ﹤0.01%
306,709
-23,579
3168
$4.34M ﹤0.01%
199,055
-12,520
3169
$4.32M ﹤0.01%
743,733
+315,942
3170
$4.32M ﹤0.01%
149,750
-41,491
3171
$4.32M ﹤0.01%
1,157,560
-1,891,853
3172
$4.31M ﹤0.01%
+440,000
3173
$4.3M ﹤0.01%
163,814
-2,983
3174
$4.3M ﹤0.01%
220,322
-273,496
3175
$4.3M ﹤0.01%
90,452
-38,943