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
3176
$4.3M ﹤0.01%
78,170
-15,558
3177
$4.29M ﹤0.01%
159,175
-58,105
3178
$4.29M ﹤0.01%
440,000
+426,615
3179
$4.29M ﹤0.01%
87,353
+9,610
3180
$4.29M ﹤0.01%
+440,000
3181
$4.28M ﹤0.01%
60,800
+5,732
3182
$4.28M ﹤0.01%
79,713
-12,552
3183
$4.27M ﹤0.01%
73,631
+52,773
3184
$4.27M ﹤0.01%
167,227
+73,600
3185
$4.25M ﹤0.01%
431,518
+200
3186
$4.25M ﹤0.01%
17,148
+8,887
3187
$4.25M ﹤0.01%
143,641
-11,579
3188
$4.25M ﹤0.01%
121,620
-50,421
3189
$4.25M ﹤0.01%
255,570
+12,806
3190
$4.24M ﹤0.01%
577,546
+15,278
3191
$4.23M ﹤0.01%
148,200
-66,560
3192
$4.23M ﹤0.01%
38,547
-1,306
3193
$4.22M ﹤0.01%
88,542
-94,863
3194
$4.22M ﹤0.01%
289,116
-13,473
3195
$4.21M ﹤0.01%
453,972
-2,569,991
3196
$4.19M ﹤0.01%
162,364
-44,730
3197
$4.19M ﹤0.01%
155,067
-86,143
3198
$4.19M ﹤0.01%
423,300
-637
3199
$4.18M ﹤0.01%
224,236
+103,178
3200
$4.18M ﹤0.01%
94,356
-14,621