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
4026
$1.59M ﹤0.01%
82,094
+829
4027
$1.58M ﹤0.01%
70,687
+5,218
4028
$1.58M ﹤0.01%
99,602
+74,102
4029
$1.58M ﹤0.01%
30,067
-10,337
4030
$1.58M ﹤0.01%
47,894
+31,096
4031
$1.58M ﹤0.01%
62,955
+7,396
4032
$1.58M ﹤0.01%
418,649
+312,587
4033
$1.57M ﹤0.01%
160,987
+135,600
4034
$1.57M ﹤0.01%
453,941
-90,730
4035
$1.57M ﹤0.01%
69,482
+13,006
4036
$1.57M ﹤0.01%
45,541
+22,427
4037
$1.57M ﹤0.01%
+1,861
4038
$1.56M ﹤0.01%
160,300
+10,300
4039
$1.56M ﹤0.01%
129,229
+27,237
4040
$1.56M ﹤0.01%
72,583
-5,149
4041
$1.56M ﹤0.01%
159,442
-30,000
4042
$1.55M ﹤0.01%
229,658
-18,347
4043
$1.55M ﹤0.01%
134,415
-3,128
4044
$1.55M ﹤0.01%
44,899
+20,529
4045
$1.55M ﹤0.01%
159,260
+9,260
4046
$1.55M ﹤0.01%
98,173
+12,047
4047
$1.55M ﹤0.01%
67,458
-22,971
4048
$1.54M ﹤0.01%
156,909
+106,909
4049
$1.54M ﹤0.01%
25,235
+8,739
4050
$1.54M ﹤0.01%
108,174
-386,088