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
3326
$3.61M ﹤0.01%
110,773
-10,060
3327
$3.6M ﹤0.01%
+368,950
3328
$3.59M ﹤0.01%
244,992
-34,823
3329
$3.59M ﹤0.01%
37,762
+14,022
3330
$3.58M ﹤0.01%
+370,000
3331
$3.57M ﹤0.01%
363,400
+313,400
3332
$3.56M ﹤0.01%
105,498
-10,288
3333
$3.55M ﹤0.01%
276,933
+32,102
3334
$3.55M ﹤0.01%
238,287
-97,274
3335
$3.54M ﹤0.01%
17,500
3336
$3.54M ﹤0.01%
93,852
-77,609
3337
$3.53M ﹤0.01%
157,855
+26,246
3338
$3.53M ﹤0.01%
126,508
-35,802
3339
$3.53M ﹤0.01%
172,719
-48,320
3340
$3.52M ﹤0.01%
47,477
-8,045
3341
$3.52M ﹤0.01%
+360,000
3342
$3.52M ﹤0.01%
95,788
-50,681
3343
$3.52M ﹤0.01%
360,000
+340,000
3344
$3.52M ﹤0.01%
310,830
-77,220
3345
$3.52M ﹤0.01%
92,009
+5,075
3346
$3.52M ﹤0.01%
85,127
-8,650
3347
$3.5M ﹤0.01%
+360,000
3348
$3.5M ﹤0.01%
87,530
-3,267
3349
$3.49M ﹤0.01%
258,728
+2,643
3350
$3.48M ﹤0.01%
176,909
+76,682