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
1501
$32.8M ﹤0.01%
2,772,461
-49,334
1502
$32.7M ﹤0.01%
177,687
+2,798
1503
$32.6M ﹤0.01%
1,306,649
-1,202,623
1504
$32.6M ﹤0.01%
166,315
-10,906
1505
$32.6M ﹤0.01%
273,006
-64,220
1506
$32.5M ﹤0.01%
308,887
-35,370
1507
$32.5M ﹤0.01%
355,598
+84,783
1508
$32.5M ﹤0.01%
574,684
-3,636
1509
$32.4M ﹤0.01%
629,420
-166,738
1510
$32.4M ﹤0.01%
974,357
+167,226
1511
$32.4M ﹤0.01%
709,171
+75,872
1512
$32.3M ﹤0.01%
296,873
+25,685
1513
$32.2M ﹤0.01%
201,038
+6,153
1514
$32.2M ﹤0.01%
1,247,202
+807,213
1515
$32.2M ﹤0.01%
1,246,122
-10,339
1516
$32.1M ﹤0.01%
421,822
-18,358
1517
$32.1M ﹤0.01%
94,217
-27,251
1518
$31.9M ﹤0.01%
3,684,707
+420,113
1519
$31.9M ﹤0.01%
370,861
+172,241
1520
$31.8M ﹤0.01%
876,870
+174,183
1521
$31.8M ﹤0.01%
561,617
+77,831
1522
$31.8M ﹤0.01%
657,522
+72,452
1523
$31.7M ﹤0.01%
160,104
+12,564
1524
$31.7M ﹤0.01%
647,580
+194,339
1525
$31.6M ﹤0.01%
629,768
+102,016