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
1951
$17.7M ﹤0.01%
403,229
+18,474
1952
$17.7M ﹤0.01%
783,717
+537,054
1953
$17.6M ﹤0.01%
224,012
-56,284
1954
$17.5M ﹤0.01%
439,564
-71,459
1955
$17.5M ﹤0.01%
1,566,269
-69,402
1956
$17.5M ﹤0.01%
1,227,094
-239,987
1957
$17.5M ﹤0.01%
148,968
-26,462
1958
$17.5M ﹤0.01%
480,902
-37,712
1959
$17.4M ﹤0.01%
1,216,878
+42,613
1960
$17.4M ﹤0.01%
386,591
+8,831
1961
$17.4M ﹤0.01%
3,059,059
+139,438
1962
$17.4M ﹤0.01%
1,042,978
-119,579
1963
$17.4M ﹤0.01%
85,295
+2,915
1964
$17.4M ﹤0.01%
2,843,477
-214
1965
$17.3M ﹤0.01%
270,511
+20,450
1966
$17.3M ﹤0.01%
2,234,158
-236,988
1967
$17.3M ﹤0.01%
505,269
+151,362
1968
$17.3M ﹤0.01%
1,410,203
-230,974
1969
$17.3M ﹤0.01%
267,598
-274
1970
$17.2M ﹤0.01%
576,777
+137,911
1971
$17.2M ﹤0.01%
362,711
-18,153
1972
$17.2M ﹤0.01%
168,875
-33,195
1973
$17.1M ﹤0.01%
646,696
+90,840
1974
$17.1M ﹤0.01%
359,893
-31,516
1975
$17.1M ﹤0.01%
1,347,925
+250,555