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
601
$204M 0.02%
1,279,178
-1,208,101
602
$203M 0.02%
4,131,451
+125,737
603
$201M 0.02%
2,150,261
+1,188,275
604
$200M 0.02%
5,150,914
-224,268
605
$200M 0.02%
7,413,845
-143,464
606
$199M 0.02%
6,847,116
-1,502,608
607
$199M 0.02%
1,995,750
+677,022
608
$198M 0.02%
5,030,649
-197,355
609
$198M 0.02%
1,798,706
-458,478
610
$197M 0.02%
1,666,484
-127,875
611
$197M 0.02%
1,323,471
+157,622
612
$196M 0.02%
1,495,462
+123,966
613
$194M 0.02%
410,421
-35,947
614
$193M 0.02%
5,046,194
-495,757
615
$193M 0.02%
1,943,005
-17,621
616
$193M 0.02%
2,003,925
+38,589
617
$190M 0.02%
1,122,155
-17,212
618
$190M 0.02%
1,501,017
-50,393
619
$190M 0.02%
1,357,460
+139,959
620
$189M 0.02%
1,802,300
-47,144
621
$189M 0.02%
3,256,547
-465,460
622
$189M 0.02%
3,170,655
+352,453
623
$188M 0.02%
7,212,284
+384,302
624
$188M 0.02%
631,731
-113,855
625
$187M 0.02%
2,212,914
+259,759