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
4001
$1.64M ﹤0.01%
212,560
-27,748
4002
$1.64M ﹤0.01%
231,148
+62,201
4003
$1.64M ﹤0.01%
166,523
4004
$1.64M ﹤0.01%
48,246
+38,753
4005
$1.64M ﹤0.01%
256,625
-31,152
4006
$1.63M ﹤0.01%
107,980
+20,533
4007
$1.63M ﹤0.01%
73,083
+352
4008
$1.63M ﹤0.01%
94,257
+17,942
4009
$1.63M ﹤0.01%
34,667
-7,196
4010
$1.63M ﹤0.01%
164,883
-7,661
4011
$1.63M ﹤0.01%
82,067
+12,683
4012
$1.63M ﹤0.01%
246,330
+165,342
4013
$1.62M ﹤0.01%
+808
4014
$1.62M ﹤0.01%
237,331
+170,136
4015
$1.61M ﹤0.01%
138,145
+26,099
4016
$1.61M ﹤0.01%
63,492
+1,145
4017
$1.61M ﹤0.01%
101,563
-780
4018
$1.61M ﹤0.01%
31,787
+4,408
4019
$1.61M ﹤0.01%
33,578
-28,709
4020
$1.6M ﹤0.01%
29,110
+14,818
4021
$1.6M ﹤0.01%
31,296
+12,270
4022
$1.6M ﹤0.01%
63,769
+40,212
4023
$1.6M ﹤0.01%
63,602
+34,921
4024
$1.59M ﹤0.01%
11,170
+5,010
4025
$1.59M ﹤0.01%
31,462
-238