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
1801
$21.3M ﹤0.01%
2,186,682
+686,682
1802
$21.3M ﹤0.01%
230,258
+8,567
1803
$21.3M ﹤0.01%
549,881
+283,182
1804
$21.3M ﹤0.01%
551,648
+107,560
1805
$21.2M ﹤0.01%
266,133
+34,929
1806
$21.2M ﹤0.01%
894,541
-187,709
1807
$21.1M ﹤0.01%
365,964
+47,025
1808
$21.1M ﹤0.01%
441,683
+70,390
1809
$21.1M ﹤0.01%
154,460
-27,985
1810
$21.1M ﹤0.01%
885,709
+497,268
1811
$21.1M ﹤0.01%
764,665
+142,284
1812
$21.1M ﹤0.01%
1,481,500
+864,034
1813
$21.1M ﹤0.01%
196,217
-57,118
1814
$21M ﹤0.01%
720,337
+146,142
1815
$21M ﹤0.01%
955,046
+376,774
1816
$21M ﹤0.01%
416,968
+196,431
1817
$21M ﹤0.01%
752,219
-48,207
1818
$21M ﹤0.01%
+700,000
1819
$20.9M ﹤0.01%
315,177
-12,624
1820
$20.9M ﹤0.01%
108,016
-6,182
1821
$20.9M ﹤0.01%
772,038
+518,510
1822
$20.9M ﹤0.01%
187,724
-7,203
1823
$20.8M ﹤0.01%
773,444
+398,144
1824
$20.8M ﹤0.01%
1,041,007
-368,785
1825
$20.8M ﹤0.01%
1,507,676
+135,233