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
4151
$1.36M ﹤0.01%
308,462
-196,661
4152
$1.35M ﹤0.01%
113,987
-56,795
4153
$1.35M ﹤0.01%
24,346
+21,149
4154
$1.35M ﹤0.01%
305,181
+131,900
4155
$1.35M ﹤0.01%
6,968
-6,169
4156
$1.35M ﹤0.01%
+140,000
4157
$1.35M ﹤0.01%
136,653
+109,097
4158
$1.34M ﹤0.01%
31,781
-1,577
4159
$1.34M ﹤0.01%
44,532
+2,514
4160
$1.34M ﹤0.01%
27,620
-9,406
4161
$1.34M ﹤0.01%
26,981
+12,695
4162
$1.34M ﹤0.01%
23,155
-4,473
4163
$1.34M ﹤0.01%
15,378
-9,303
4164
$1.34M ﹤0.01%
18,773
-2,462
4165
$1.34M ﹤0.01%
56,969
-13,389
4166
$1.34M ﹤0.01%
23,133
+18,332
4167
$1.33M ﹤0.01%
134,398
+34,398
4168
$1.33M ﹤0.01%
66,143
-11,653
4169
$1.33M ﹤0.01%
61,405
-17,498
4170
$1.33M ﹤0.01%
103,982
+63,390
4171
$1.32M ﹤0.01%
235
+13
4172
$1.32M ﹤0.01%
134,200
+75,000
4173
$1.32M ﹤0.01%
133,909
4174
$1.32M ﹤0.01%
44,300
+8,009
4175
$1.31M ﹤0.01%
72,613
+30,870