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
2051
$15.6M ﹤0.01%
461,075
+204,515
2052
$15.6M ﹤0.01%
561,531
+56,105
2053
$15.6M ﹤0.01%
437,235
+60,191
2054
$15.6M ﹤0.01%
370,052
-26,602
2055
$15.5M ﹤0.01%
218,472
-22,741
2056
$15.5M ﹤0.01%
34,428
-27,687
2057
$15.5M ﹤0.01%
498,987
+134,553
2058
$15.5M ﹤0.01%
482,288
+35,297
2059
$15.5M ﹤0.01%
437,462
+51,264
2060
$15.5M ﹤0.01%
181,561
-1,127
2061
$15.5M ﹤0.01%
371,669
-17,985
2062
$15.5M ﹤0.01%
486,294
+76,877
2063
$15.4M ﹤0.01%
1,268,296
-107,499
2064
$15.4M ﹤0.01%
598,877
+87,507
2065
$15.4M ﹤0.01%
419,157
+124,424
2066
$15.4M ﹤0.01%
457,361
+104,961
2067
$15.4M ﹤0.01%
446,193
-52,836
2068
$15.4M ﹤0.01%
156,803
+34,582
2069
$15.4M ﹤0.01%
1,170,188
+115,619
2070
$15.4M ﹤0.01%
1,534,624
-222,090
2071
$15.3M ﹤0.01%
247,640
+28,998
2072
$15.3M ﹤0.01%
391,626
-108,146
2073
$15.3M ﹤0.01%
323,130
-14,471
2074
$15.3M ﹤0.01%
527,837
+13,033
2075
$15.3M ﹤0.01%
502,535
+385,462