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
1101
$61.3M 0.01%
860,713
-622,524
1102
$61.3M 0.01%
1,555,306
-2,833,113
1103
$61.3M 0.01%
3,165,476
+786,670
1104
$61.2M 0.01%
924,334
-202,517
1105
$61.2M 0.01%
3,049,313
+138,544
1106
$61.1M 0.01%
635,555
-128,636
1107
$61M 0.01%
1,626,234
-373,380
1108
$60.9M 0.01%
2,776,120
+752,986
1109
$60.8M 0.01%
1,312,202
-1,598,207
1110
$60.8M 0.01%
407,452
-44,890
1111
$60.7M 0.01%
748,864
+28,319
1112
$60.7M 0.01%
1,125,212
-50,719
1113
$60.6M 0.01%
1,334,670
+33,234
1114
$60.6M 0.01%
891,924
+47,110
1115
$60.4M 0.01%
1,671,877
-75,865
1116
$60.4M 0.01%
809,589
+39,673
1117
$60.3M 0.01%
1,622,647
+605,526
1118
$60.3M 0.01%
71,188
-19,111
1119
$60.3M 0.01%
1,644,689
+77,044
1120
$60.2M 0.01%
920,444
-169,130
1121
$60M 0.01%
1,550,913
+130,082
1122
$60M 0.01%
775,846
-17,474
1123
$59.9M 0.01%
3,388,605
+495,871
1124
$59.8M 0.01%
1,553,354
+31,735
1125
$59.7M 0.01%
52,500
-6,467