Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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
401
$377M 0.04%
9,150,749
-6,768,462
402
$375M 0.04%
2,228,663
-181,356
403
$375M 0.04%
745,169
+7,235
404
$375M 0.04%
1,227,527
-152,541
405
$373M 0.04%
14,201,817
+2,701,743
406
$373M 0.04%
11,679,708
+3,737,769
407
$373M 0.04%
4,074,412
-163,097
408
$371M 0.04%
7,950,625
+45,890
409
$370M 0.04%
1,616,947
+511,806
410
$369M 0.04%
1,352,449
+1,212,570
411
$368M 0.04%
2,656,692
+102,242
412
$367M 0.04%
2,714,982
+560,796
413
$367M 0.04%
6,472,422
-68,422
414
$365M 0.04%
4,474,864
+170,288
415
$362M 0.04%
4,607,878
+50,646
416
$360M 0.04%
5,862,722
+2,932,343
417
$358M 0.03%
3,471,331
-836,971
418
$358M 0.03%
1,127,077
-37,091
419
$357M 0.03%
10,451,955
+301,170
420
$357M 0.03%
5,726,235
-38,312
421
$355M 0.03%
3,800,392
+216,098
422
$353M 0.03%
4,127,795
-1,075,745
423
$353M 0.03%
4,216,059
-108,709
424
$352M 0.03%
1,455,049
-536,318
425
$352M 0.03%
7,628,417
+567,412