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
1751
$23.2M ﹤0.01%
1,486,203
-70,980
1752
$23.1M ﹤0.01%
2,444,306
+438,886
1753
$23.1M ﹤0.01%
1,155,958
+424,641
1754
$23.1M ﹤0.01%
1,545,441
-773,313
1755
$23.1M ﹤0.01%
252,781
+72,740
1756
$23M ﹤0.01%
981,847
-99,923
1757
$23M ﹤0.01%
373,851
-103,735
1758
$23M ﹤0.01%
258,077
+7,350
1759
$22.9M ﹤0.01%
842,518
+430,818
1760
$22.9M ﹤0.01%
497,948
+391,877
1761
$22.9M ﹤0.01%
1,012,316
+496,662
1762
$22.9M ﹤0.01%
111,337
+5,998
1763
$22.9M ﹤0.01%
296,278
+7,145
1764
$22.8M ﹤0.01%
2,252,810
+58,793
1765
$22.8M ﹤0.01%
2,366,723
-502,598
1766
$22.8M ﹤0.01%
217,086
-17,372
1767
$22.8M ﹤0.01%
280,513
+40,350
1768
$22.8M ﹤0.01%
1,744,938
+38,405
1769
$22.8M ﹤0.01%
509,670
-11,011
1770
$22.7M ﹤0.01%
57,022
+42,331
1771
$22.7M ﹤0.01%
218,385
-26,954
1772
$22.6M ﹤0.01%
1,239,171
-129,972
1773
$22.6M ﹤0.01%
454,297
+283,759
1774
$22.6M ﹤0.01%
820,379
+473,994
1775
$22.6M ﹤0.01%
480,535
-30,697