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
1551
$30.5M ﹤0.01%
274,225
+16,919
1552
$30.5M ﹤0.01%
828,810
+247,965
1553
$30.5M ﹤0.01%
635,301
+74,240
1554
$30.4M ﹤0.01%
473,696
+32,930
1555
$30.4M ﹤0.01%
1,203,546
+155,259
1556
$30.4M ﹤0.01%
573,680
-31,957
1557
$30.3M ﹤0.01%
1,255,766
+186,824
1558
$30.3M ﹤0.01%
209,315
-15,953
1559
$30.3M ﹤0.01%
1,902,045
+800,204
1560
$30.3M ﹤0.01%
515,426
-720,830
1561
$30.1M ﹤0.01%
568,947
-108,843
1562
$30.1M ﹤0.01%
363,571
-62,873
1563
$30.1M ﹤0.01%
899,489
-60,936
1564
$30.1M ﹤0.01%
438,275
+90,389
1565
$30.1M ﹤0.01%
180,073
+14,580
1566
$30M ﹤0.01%
728,925
-73,201
1567
$29.9M ﹤0.01%
315,117
+4,350
1568
$29.9M ﹤0.01%
648,647
-261,974
1569
$29.9M ﹤0.01%
528,050
+65,259
1570
$29.8M ﹤0.01%
244,489
-89,160
1571
$29.8M ﹤0.01%
779,618
-682,471
1572
$29.7M ﹤0.01%
467,832
-487,930
1573
$29.7M ﹤0.01%
1,247,955
+22,167
1574
$29.7M ﹤0.01%
1,171,408
+9,615
1575
$29.7M ﹤0.01%
1,146,070
+18,696