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
4301
$1.13M ﹤0.01%
65,070
+49,513
4302
$1.13M ﹤0.01%
19,407
-3,500
4303
$1.13M ﹤0.01%
177,415
-51,479
4304
$1.13M ﹤0.01%
115,216
4305
$1.13M ﹤0.01%
27,889
+2,870
4306
$1.13M ﹤0.01%
111,831
+81,607
4307
$1.12M ﹤0.01%
212,875
-77,818
4308
$1.12M ﹤0.01%
94,609
+39,025
4309
$1.12M ﹤0.01%
44,182
-47,947
4310
$1.12M ﹤0.01%
103,135
-28,184
4311
$1.12M ﹤0.01%
128,317
+87,055
4312
$1.11M ﹤0.01%
16,955
-540
4313
$1.11M ﹤0.01%
146,560
+104,346
4314
$1.11M ﹤0.01%
78,533
+17,153
4315
$1.11M ﹤0.01%
51,208
-163,383
4316
$1.11M ﹤0.01%
11,035
+11,023
4317
$1.11M ﹤0.01%
129,592
+2,518
4318
$1.11M ﹤0.01%
19,088
-39,910
4319
$1.11M ﹤0.01%
130,640
-9,883
4320
$1.11M ﹤0.01%
+50,000
4321
$1.1M ﹤0.01%
23,770
+7,416
4322
$1.1M ﹤0.01%
29,645
-245,462
4323
$1.1M ﹤0.01%
69,884
-1,243
4324
$1.1M ﹤0.01%
11,913
+487
4325
$1.1M ﹤0.01%
64,167
-8,386