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
1026
$71.7M 0.01%
1,364,821
-165,995
1027
$71.3M 0.01%
1,509,695
+404,393
1028
$71.2M 0.01%
2,906,573
-374,980
1029
$71M 0.01%
775,204
+156,181
1030
$70.9M 0.01%
1,405,375
+46,336
1031
$70.8M 0.01%
977,076
-587,196
1032
$70.8M 0.01%
469,220
-47,313
1033
$70.8M 0.01%
703,811
-52,220
1034
$70.7M 0.01%
942,939
+98,776
1035
$70.5M 0.01%
2,687,751
-329,688
1036
$70.5M 0.01%
2,868,115
-10,549
1037
$70.5M 0.01%
3,344,489
+1,064,776
1038
$70.3M 0.01%
1,398,553
-6,381
1039
$70.2M 0.01%
749,465
+21,493
1040
$70.2M 0.01%
1,396,388
-55,683
1041
$70M 0.01%
1,864,327
-97,875
1042
$69.7M 0.01%
6,686,584
-2,662,109
1043
$69.5M 0.01%
2,759,204
+269,887
1044
$69.4M 0.01%
651,973
+29,329
1045
$69.4M 0.01%
455,215
+76,984
1046
$69.3M 0.01%
3,276,656
+159,861
1047
$69.2M 0.01%
709,354
+27,145
1048
$68.8M 0.01%
1,213,338
+221,155
1049
$68.8M 0.01%
2,367,393
+83,188
1050
$68.3M 0.01%
102,661
+52,319