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
4351
$1.07M ﹤0.01%
23,007
-2,442
4352
$1.07M ﹤0.01%
188,787
+46,371
4353
$1.07M ﹤0.01%
31,174
+9,864
4354
$1.06M ﹤0.01%
202,479
+176,275
4355
$1.06M ﹤0.01%
13,705
-1,650
4356
$1.06M ﹤0.01%
9,451
+79
4357
$1.06M ﹤0.01%
5,685
-8,242
4358
$1.06M ﹤0.01%
151,468
+17,841
4359
$1.06M ﹤0.01%
251
-37
4360
$1.06M ﹤0.01%
107,899
4361
$1.05M ﹤0.01%
83,381
+4,308
4362
$1.05M ﹤0.01%
20,003
-5,357
4363
$1.05M ﹤0.01%
91,799
-12,130
4364
$1.05M ﹤0.01%
268,880
+6,186
4365
$1.05M ﹤0.01%
127,212
+95,638
4366
$1.05M ﹤0.01%
109,554
-59,799
4367
$1.05M ﹤0.01%
32,069
-10,087
4368
$1.05M ﹤0.01%
21,758
+7,974
4369
$1.05M ﹤0.01%
35,243
+1,732
4370
$1.04M ﹤0.01%
45,163
+4,961
4371
$1.04M ﹤0.01%
103,894
-10,000
4372
$1.04M ﹤0.01%
53,345
-24,382
4373
$1.04M ﹤0.01%
249,372
+197,356
4374
$1.04M ﹤0.01%
19,048
+5,401
4375
$1.04M ﹤0.01%
233,740
-321,374