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
1601
$28.6M ﹤0.01%
251,708
+28,064
1602
$28.6M ﹤0.01%
648,602
+324,962
1603
$28.5M ﹤0.01%
200,018
-26
1604
$28.4M ﹤0.01%
1,053,879
-91,516
1605
$28.4M ﹤0.01%
1,150,493
+111,994
1606
$28.3M ﹤0.01%
1,291,236
-6,791
1607
$28.3M ﹤0.01%
312,841
+30,193
1608
$28.3M ﹤0.01%
199,040
+16,997
1609
$28.2M ﹤0.01%
762,158
+149,323
1610
$28.2M ﹤0.01%
493,530
+35,418
1611
$28.2M ﹤0.01%
390,808
-31,759
1612
$28.2M ﹤0.01%
274,286
+17,778
1613
$28.1M ﹤0.01%
548,891
-23,158
1614
$28M ﹤0.01%
632,530
+68,637
1615
$28M ﹤0.01%
247,270
-63,209
1616
$27.9M ﹤0.01%
343,920
-159,586
1617
$27.8M ﹤0.01%
50,583
+3,998
1618
$27.8M ﹤0.01%
11,532,910
+4,930,905
1619
$27.7M ﹤0.01%
572,672
+407,233
1620
$27.7M ﹤0.01%
328,450
+240,062
1621
$27.5M ﹤0.01%
150,071
-55,901
1622
$27.5M ﹤0.01%
1,213,210
+321,466
1623
$27.5M ﹤0.01%
1,276,713
+45,541
1624
$27.5M ﹤0.01%
443,501
+115,314
1625
$27.4M ﹤0.01%
194,741
+41,991