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
5126
$376K ﹤0.01%
13,851
-3,924
5127
$376K ﹤0.01%
96,460
-15,058
5128
$373K ﹤0.01%
16,847
-1,339
5129
$373K ﹤0.01%
54,861
+4,125
5130
$372K ﹤0.01%
9,020
-213
5131
$372K ﹤0.01%
12,596
-1,848
5132
$372K ﹤0.01%
26,124
+24,262
5133
$370K ﹤0.01%
41,399
-8,643
5134
$369K ﹤0.01%
9,826
+2,978
5135
$369K ﹤0.01%
7,386
-3,945
5136
$368K ﹤0.01%
9,764
-8,647
5137
$367K ﹤0.01%
1,070
-725
5138
$367K ﹤0.01%
15,604
+3,697
5139
$367K ﹤0.01%
27,276
-93
5140
$366K ﹤0.01%
13,351
+5,913
5141
$366K ﹤0.01%
8,513
-1,250
5142
$366K ﹤0.01%
26,927
+1,383
5143
$365K ﹤0.01%
15,260
-2,396
5144
$364K ﹤0.01%
10,388
-12,520
5145
$364K ﹤0.01%
58,840
+54,668
5146
$364K ﹤0.01%
17,793
-195
5147
$362K ﹤0.01%
6,827
-31,307
5148
$361K ﹤0.01%
14,626
-1,836
5149
$359K ﹤0.01%
53,884
-24,944
5150
$359K ﹤0.01%
7,867
+1,334