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
1526
$31.6M ﹤0.01%
635,212
+53,346
1527
$31.6M ﹤0.01%
1,003,159
-303,601
1528
$31.5M ﹤0.01%
1,264,362
+34,792
1529
$31.4M ﹤0.01%
1,990,352
+1,206,662
1530
$31.4M ﹤0.01%
2,626,364
+626,684
1531
$31.3M ﹤0.01%
835,810
+65,613
1532
$31.1M ﹤0.01%
1,106,044
+132,361
1533
$31.1M ﹤0.01%
927,060
+597,753
1534
$30.9M ﹤0.01%
358,631
+268,287
1535
$30.9M ﹤0.01%
212,965
-100,041
1536
$30.9M ﹤0.01%
631,932
-147,303
1537
$30.8M ﹤0.01%
312,271
+44,052
1538
$30.8M ﹤0.01%
15,230
-1,749
1539
$30.8M ﹤0.01%
669,113
+7,541
1540
$30.8M ﹤0.01%
205,994
+22,317
1541
$30.8M ﹤0.01%
850,120
-11,121
1542
$30.7M ﹤0.01%
1,255,542
-104,071
1543
$30.7M ﹤0.01%
840,212
-4,504
1544
$30.7M ﹤0.01%
279,351
+30,281
1545
$30.7M ﹤0.01%
1,065,970
+208,009
1546
$30.7M ﹤0.01%
840,023
+102,171
1547
$30.6M ﹤0.01%
814,114
+329,831
1548
$30.6M ﹤0.01%
639,786
+26,680
1549
$30.6M ﹤0.01%
1,317,822
+974,144
1550
$30.6M ﹤0.01%
753,826
+115,444