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
3201
$4.18M ﹤0.01%
401,355
+8,316
3202
$4.18M ﹤0.01%
342,209
+90,593
3203
$4.17M ﹤0.01%
44,355
-56,616
3204
$4.17M ﹤0.01%
141,243
-143,216
3205
$4.17M ﹤0.01%
426,996
+178,998
3206
$4.16M ﹤0.01%
142,996
+52,632
3207
$4.16M ﹤0.01%
89,864
-4,995
3208
$4.14M ﹤0.01%
67,430
-6,345
3209
$4.13M ﹤0.01%
421,310
+151,400
3210
$4.12M ﹤0.01%
45,180
+13,745
3211
$4.12M ﹤0.01%
51,573
-10,898
3212
$4.11M ﹤0.01%
52,129
-3,441
3213
$4.11M ﹤0.01%
222,526
-284
3214
$4.11M ﹤0.01%
320,438
-20,737
3215
$4.1M ﹤0.01%
152,006
+15,004
3216
$4.1M ﹤0.01%
+420,000
3217
$4.09M ﹤0.01%
82,625
-2,229
3218
$4.09M ﹤0.01%
51,444
-393
3219
$4.09M ﹤0.01%
420,557
+320,000
3220
$4.08M ﹤0.01%
12,210
+3,398
3221
$4.08M ﹤0.01%
110,022
+22,690
3222
$4.07M ﹤0.01%
32,687
-1,326
3223
$4.07M ﹤0.01%
142,196
+41,373
3224
$4.07M ﹤0.01%
318,868
+256,103
3225
$4.06M ﹤0.01%
213,681
-225,465