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
1201
$52.2M 0.01%
920,762
+866,563
1202
$52.2M 0.01%
893,274
+184,216
1203
$52M 0.01%
556,958
+47,862
1204
$52M 0.01%
469,433
+351,741
1205
$51.9M 0.01%
1,395,863
-50,481
1206
$51.7M 0.01%
348,321
-18,757
1207
$51.6M 0.01%
1,095,308
-1,651,675
1208
$51.5M 0.01%
464,394
+72,310
1209
$51.4M 0.01%
1,693,200
-278,818
1210
$51.4M 0.01%
2,644,263
-1,601,491
1211
$51.4M 0.01%
796,972
-2,227,396
1212
$51.3M 0.01%
1,636,672
+566,770
1213
$51.2M 0.01%
2,077,209
-85,233
1214
$50.9M ﹤0.01%
2,258,643
-581,093
1215
$50.8M ﹤0.01%
1,432,717
-577,691
1216
$50.8M ﹤0.01%
3,257,456
+786,685
1217
$50.8M ﹤0.01%
498,738
-113,852
1218
$50.6M ﹤0.01%
618,145
-2,059
1219
$50.6M ﹤0.01%
2,578,910
+252,139
1220
$50.5M ﹤0.01%
507,226
-90,629
1221
$50.5M ﹤0.01%
167,448
-31,176
1222
$50.4M ﹤0.01%
1,040,931
+33,477
1223
$50.3M ﹤0.01%
5,110,459
-577,268
1224
$50.3M ﹤0.01%
428,346
-3,483
1225
$50.2M ﹤0.01%
1,283,711
+85,989