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
3501
$2.96M ﹤0.01%
301,614
-10,000
3502
$2.96M ﹤0.01%
297,037
3503
$2.95M ﹤0.01%
92,198
-5,536
3504
$2.95M ﹤0.01%
457,450
+14,807
3505
$2.95M ﹤0.01%
191,360
+29,735
3506
$2.94M ﹤0.01%
210,005
-28,735
3507
$2.94M ﹤0.01%
122,075
-18,697
3508
$2.94M ﹤0.01%
39,766
-706
3509
$2.94M ﹤0.01%
+300,300
3510
$2.94M ﹤0.01%
130,510
-129,161
3511
$2.93M ﹤0.01%
59,104
-1,022
3512
$2.93M ﹤0.01%
695,018
+434,272
3513
$2.93M ﹤0.01%
508,936
-66,001
3514
$2.93M ﹤0.01%
39,623
-20,865
3515
$2.91M ﹤0.01%
135,074
-101,469
3516
$2.91M ﹤0.01%
209,475
-23,413
3517
$2.9M ﹤0.01%
63,763
-1,582
3518
$2.9M ﹤0.01%
69,320
+66,320
3519
$2.89M ﹤0.01%
295,000
+260,000
3520
$2.89M ﹤0.01%
286,261
-101,281
3521
$2.88M ﹤0.01%
83,437
-691
3522
$2.88M ﹤0.01%
72,232
+14,581
3523
$2.88M ﹤0.01%
62,680
+22,510
3524
$2.88M ﹤0.01%
59,014
+1,154
3525
$2.87M ﹤0.01%
281,722