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
1726
$23.9M ﹤0.01%
727,332
-7,057
1727
$23.9M ﹤0.01%
920,147
+63,338
1728
$23.7M ﹤0.01%
876,556
+108,380
1729
$23.7M ﹤0.01%
1,179,932
-183,172
1730
$23.7M ﹤0.01%
1,808,867
-282,610
1731
$23.7M ﹤0.01%
150,831
-12,874
1732
$23.7M ﹤0.01%
608,146
+24,755
1733
$23.6M ﹤0.01%
880,147
+47,419
1734
$23.6M ﹤0.01%
2,410,413
+720,937
1735
$23.6M ﹤0.01%
316,760
+20,436
1736
$23.6M ﹤0.01%
363,511
-12,117
1737
$23.6M ﹤0.01%
763,837
+513
1738
$23.5M ﹤0.01%
986,543
+166,233
1739
$23.5M ﹤0.01%
493,612
-136,892
1740
$23.4M ﹤0.01%
367,091
+81,501
1741
$23.4M ﹤0.01%
666,742
-96,255
1742
$23.4M ﹤0.01%
470,794
-92,493
1743
$23.4M ﹤0.01%
395,218
-25,819
1744
$23.4M ﹤0.01%
810,294
+37,750
1745
$23.4M ﹤0.01%
524,767
+213,618
1746
$23.4M ﹤0.01%
513,226
+73,581
1747
$23.3M ﹤0.01%
594,644
+113,712
1748
$23.3M ﹤0.01%
1,006,995
+167,008
1749
$23.3M ﹤0.01%
201,974
-1,521
1750
$23.3M ﹤0.01%
342,349
+21,460