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
3226
$4.06M ﹤0.01%
311,971
-2,517
3227
$4.06M ﹤0.01%
43,238
+615
3228
$4.06M ﹤0.01%
+410,000
3229
$4.05M ﹤0.01%
47,965
-37,434
3230
$4.03M ﹤0.01%
91,962
+18,987
3231
$4.03M ﹤0.01%
400,000
3232
$4.02M ﹤0.01%
216,240
+32,290
3233
$4.02M ﹤0.01%
265,100
-136,651
3234
$4.02M ﹤0.01%
695,363
+377,903
3235
$4.01M ﹤0.01%
664,681
-33,780
3236
$4.01M ﹤0.01%
76,136
-19,815
3237
$4.01M ﹤0.01%
154,591
-72
3238
$4.01M ﹤0.01%
217,454
-41,084
3239
$4M ﹤0.01%
51,162
-166
3240
$4M ﹤0.01%
386,447
+20,951
3241
$4M ﹤0.01%
337,730
+17,876
3242
$4M ﹤0.01%
248,557
-45,140
3243
$3.99M ﹤0.01%
30,429
-10,598
3244
$3.99M ﹤0.01%
820,390
+39,645
3245
$3.99M ﹤0.01%
+410,300
3246
$3.98M ﹤0.01%
813,127
-1,429,932
3247
$3.98M ﹤0.01%
403,864
+3,864
3248
$3.98M ﹤0.01%
100,270
+14,131
3249
$3.97M ﹤0.01%
401,859
+205,700
3250
$3.96M ﹤0.01%
400,000