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
4126
$1.39M ﹤0.01%
608,475
+63,228
4127
$1.39M ﹤0.01%
37,019
+17,328
4128
$1.39M ﹤0.01%
133,783
-6,998
4129
$1.39M ﹤0.01%
50,000
4130
$1.39M ﹤0.01%
103,805
+87,071
4131
$1.39M ﹤0.01%
77,364
-23,023
4132
$1.38M ﹤0.01%
45,172
+19,121
4133
$1.38M ﹤0.01%
31,436
+4,924
4134
$1.38M ﹤0.01%
52,714
+50,423
4135
$1.38M ﹤0.01%
104,074
-7,323
4136
$1.38M ﹤0.01%
+45,858
4137
$1.38M ﹤0.01%
135,319
-7,248
4138
$1.38M ﹤0.01%
58,506
-14,160
4139
$1.38M ﹤0.01%
304,667
+145,591
4140
$1.37M ﹤0.01%
205,006
+113,405
4141
$1.37M ﹤0.01%
39,469
-13,589
4142
$1.37M ﹤0.01%
106,247
+42,935
4143
$1.37M ﹤0.01%
+76,849
4144
$1.37M ﹤0.01%
59,347
-12,691
4145
$1.36M ﹤0.01%
27,359
-2,513
4146
$1.36M ﹤0.01%
219,942
-4,434
4147
$1.36M ﹤0.01%
15,987
-535
4148
$1.36M ﹤0.01%
76,959
+11,640
4149
$1.36M ﹤0.01%
337,213
+27,144
4150
$1.36M ﹤0.01%
997,582
-223,347