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
3951
$1.74M ﹤0.01%
86,309
-20,819
3952
$1.74M ﹤0.01%
187,121
+111,725
3953
$1.74M ﹤0.01%
7,173
+1,834
3954
$1.74M ﹤0.01%
28,544
-20,302
3955
$1.74M ﹤0.01%
197,260
+91,513
3956
$1.73M ﹤0.01%
9,592
+536
3957
$1.73M ﹤0.01%
7,455
+2,500
3958
$1.73M ﹤0.01%
46,922
-15,470
3959
$1.73M ﹤0.01%
153,511
-9,390
3960
$1.73M ﹤0.01%
149,014
+2,261
3961
$1.73M ﹤0.01%
16,371
-18,379
3962
$1.73M ﹤0.01%
170,648
3963
$1.72M ﹤0.01%
248,225
+68,100
3964
$1.72M ﹤0.01%
313,962
-12,563
3965
$1.72M ﹤0.01%
128,695
-8,150
3966
$1.72M ﹤0.01%
48,707
+42,403
3967
$1.72M ﹤0.01%
358,351
+28,842
3968
$1.72M ﹤0.01%
29,607
+15,902
3969
$1.72M ﹤0.01%
71,113
+3,738
3970
$1.72M ﹤0.01%
51,201
-48,456
3971
$1.72M ﹤0.01%
369,125
-111,503
3972
$1.71M ﹤0.01%
82,425
-39,768
3973
$1.71M ﹤0.01%
171,921
+75,844
3974
$1.71M ﹤0.01%
98,322
-41,948
3975
$1.71M ﹤0.01%
15,183
-116,395