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
2101
$14.7M ﹤0.01%
252,613
+42,133
2102
$14.6M ﹤0.01%
199,873
-171,892
2103
$14.6M ﹤0.01%
560,681
-392,775
2104
$14.6M ﹤0.01%
363,503
-64,525
2105
$14.6M ﹤0.01%
335,586
+46,151
2106
$14.6M ﹤0.01%
55,916
-128
2107
$14.6M ﹤0.01%
270,957
+213,127
2108
$14.6M ﹤0.01%
190,533
-55,516
2109
$14.6M ﹤0.01%
195,625
+28,465
2110
$14.5M ﹤0.01%
122,880
-103,053
2111
$14.5M ﹤0.01%
179,644
+34,833
2112
$14.5M ﹤0.01%
222,685
-3,061
2113
$14.5M ﹤0.01%
335,613
-17,315
2114
$14.5M ﹤0.01%
748,842
+3,257
2115
$14.5M ﹤0.01%
1,586,739
-729,013
2116
$14.5M ﹤0.01%
526,987
+203,123
2117
$14.5M ﹤0.01%
1,141,771
+1,089,183
2118
$14.4M ﹤0.01%
626,722
-49,571
2119
$14.4M ﹤0.01%
474,740
-20,474
2120
$14.4M ﹤0.01%
234,682
-44,829
2121
$14.4M ﹤0.01%
450,882
-14,435
2122
$14.4M ﹤0.01%
920,385
+384,995
2123
$14.4M ﹤0.01%
1,469,442
2124
$14.3M ﹤0.01%
229,364
+22,172
2125
$14.3M ﹤0.01%
260,629
-50,932