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
3751
$2.22M ﹤0.01%
287,200
+169,494
3752
$2.22M ﹤0.01%
205,755
-69,340
3753
$2.21M ﹤0.01%
94,112
+11,425
3754
$2.21M ﹤0.01%
46,448
+39,711
3755
$2.21M ﹤0.01%
138,878
+112,859
3756
$2.21M ﹤0.01%
38,706
-31,247
3757
$2.2M ﹤0.01%
89,894
-14,496
3758
$2.2M ﹤0.01%
220,810
+195,375
3759
$2.2M ﹤0.01%
61,229
+4,904
3760
$2.2M ﹤0.01%
267,239
+150,809
3761
$2.19M ﹤0.01%
248,964
+19,797
3762
$2.19M ﹤0.01%
88,912
+61,900
3763
$2.19M ﹤0.01%
105,931
+27,580
3764
$2.19M ﹤0.01%
57,221
+5,015
3765
$2.19M ﹤0.01%
272,995
+250,995
3766
$2.18M ﹤0.01%
163,622
-7,042
3767
$2.18M ﹤0.01%
84,655
+14,391
3768
$2.17M ﹤0.01%
28,141
+22,635
3769
$2.17M ﹤0.01%
42,302
+4,692
3770
$2.17M ﹤0.01%
222,230
+80,000
3771
$2.17M ﹤0.01%
221,000
+120,000
3772
$2.16M ﹤0.01%
81,246
-3,338
3773
$2.15M ﹤0.01%
265,075
+72,592
3774
$2.15M ﹤0.01%
149,308
+8,288
3775
$2.15M ﹤0.01%
40,235
+6,708