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
3651
$2.52M ﹤0.01%
25,489
-52,488
3652
$2.52M ﹤0.01%
22,123
-14,366
3653
$2.52M ﹤0.01%
47,602
+12,676
3654
$2.52M ﹤0.01%
103,778
+2,105
3655
$2.52M ﹤0.01%
126,156
+5,335
3656
$2.52M ﹤0.01%
75,923
+10,682
3657
$2.52M ﹤0.01%
99,365
-189,600
3658
$2.51M ﹤0.01%
+250,000
3659
$2.51M ﹤0.01%
25,164
-8,606
3660
$2.51M ﹤0.01%
149,355
-158,774
3661
$2.5M ﹤0.01%
187,848
+33,895
3662
$2.5M ﹤0.01%
+250,000
3663
$2.5M ﹤0.01%
285,087
+5,350
3664
$2.5M ﹤0.01%
59,521
-17,834
3665
$2.49M ﹤0.01%
446,738
+353,789
3666
$2.49M ﹤0.01%
250,000
3667
$2.49M ﹤0.01%
9,132
-6,641
3668
$2.49M ﹤0.01%
+50,000
3669
$2.49M ﹤0.01%
219,815
+98,497
3670
$2.49M ﹤0.01%
170,009
-2,753
3671
$2.47M ﹤0.01%
147,256
-26,783
3672
$2.46M ﹤0.01%
+250,000
3673
$2.46M ﹤0.01%
78,604
+2,832
3674
$2.46M ﹤0.01%
90,092
+15,360
3675
$2.46M ﹤0.01%
251,224
+249,224