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
3901
$1.87M ﹤0.01%
22,358
-801
3902
$1.87M ﹤0.01%
52,290
+44,501
3903
$1.87M ﹤0.01%
190,000
+90,000
3904
$1.86M ﹤0.01%
34,289
+2,926
3905
$1.86M ﹤0.01%
163,712
-36,288
3906
$1.85M ﹤0.01%
189,139
-332,000
3907
$1.85M ﹤0.01%
165,586
+55,023
3908
$1.85M ﹤0.01%
87,991
+21,199
3909
$1.85M ﹤0.01%
403,409
+57,040
3910
$1.85M ﹤0.01%
15,743
+5,043
3911
$1.84M ﹤0.01%
487,135
-294,827
3912
$1.84M ﹤0.01%
70,769
-66,375
3913
$1.83M ﹤0.01%
185,000
3914
$1.83M ﹤0.01%
83,514
-113,836
3915
$1.82M ﹤0.01%
996,915
+363,576
3916
$1.82M ﹤0.01%
8,635
+58
3917
$1.82M ﹤0.01%
27,364
-23,635
3918
$1.82M ﹤0.01%
60,273
+30,225
3919
$1.81M ﹤0.01%
74,183
-8,137
3920
$1.81M ﹤0.01%
18,108
-5,405
3921
$1.81M ﹤0.01%
219,408
-35,160
3922
$1.8M ﹤0.01%
49,905
-17,362
3923
$1.8M ﹤0.01%
86,061
-50,945
3924
$1.8M ﹤0.01%
78,031
+29,761
3925
$1.8M ﹤0.01%
22,630
-1,510