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
3451
$3.13M ﹤0.01%
379,587
+324,866
3452
$3.13M ﹤0.01%
58,356
-84,507
3453
$3.13M ﹤0.01%
126,221
-6,092
3454
$3.13M ﹤0.01%
306,374
3455
$3.13M ﹤0.01%
82,341
-18,681
3456
$3.13M ﹤0.01%
+320,000
3457
$3.12M ﹤0.01%
+317,200
3458
$3.12M ﹤0.01%
14,145
-4,752
3459
$3.12M ﹤0.01%
221,461
-49,226
3460
$3.11M ﹤0.01%
184,257
+8,582
3461
$3.11M ﹤0.01%
351,888
+109,774
3462
$3.11M ﹤0.01%
139,548
+12,655
3463
$3.1M ﹤0.01%
123,895
+8,823
3464
$3.1M ﹤0.01%
634,293
+349
3465
$3.1M ﹤0.01%
2,137
+1,955
3466
$3.09M ﹤0.01%
206,384
+1,977
3467
$3.09M ﹤0.01%
401,062
+234,861
3468
$3.08M ﹤0.01%
66,780
+26,559
3469
$3.08M ﹤0.01%
46,313
-7,730
3470
$3.07M ﹤0.01%
119,317
-1,216
3471
$3.07M ﹤0.01%
+312,500
3472
$3.07M ﹤0.01%
300,000
3473
$3.07M ﹤0.01%
72,727
+10,410
3474
$3.06M ﹤0.01%
202,938
-55,423
3475
$3.06M ﹤0.01%
4,812
+1,215