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
3526
$2.86M ﹤0.01%
98,762
-81,222
3527
$2.86M ﹤0.01%
11,981
+25
3528
$2.86M ﹤0.01%
27,152
-14,828
3529
$2.86M ﹤0.01%
+290,000
3530
$2.85M ﹤0.01%
+290,000
3531
$2.84M ﹤0.01%
744,133
+160,115
3532
$2.83M ﹤0.01%
69,511
-21,992
3533
$2.83M ﹤0.01%
42,595
+29,386
3534
$2.83M ﹤0.01%
205,340
+61,084
3535
$2.83M ﹤0.01%
101,455
-6,491
3536
$2.83M ﹤0.01%
27,909
+24,807
3537
$2.83M ﹤0.01%
53,375
-10,930
3538
$2.82M ﹤0.01%
+318,498
3539
$2.82M ﹤0.01%
146,537
+100,500
3540
$2.81M ﹤0.01%
284,800
+184,800
3541
$2.81M ﹤0.01%
87,638
+10,927
3542
$2.81M ﹤0.01%
45,045
+17,767
3543
$2.81M ﹤0.01%
92,630
+17,505
3544
$2.81M ﹤0.01%
68,551
+13,414
3545
$2.81M ﹤0.01%
64,509
+3,111
3546
$2.8M ﹤0.01%
222,012
+31,607
3547
$2.8M ﹤0.01%
111,255
+58,453
3548
$2.8M ﹤0.01%
68,216
+5,489
3549
$2.8M ﹤0.01%
286,180
+280,000
3550
$2.79M ﹤0.01%
157,336
-22,014