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
2151
$13.9M ﹤0.01%
523,280
+61,628
2152
$13.9M ﹤0.01%
408,253
-20,991
2153
$13.9M ﹤0.01%
545,955
+145,979
2154
$13.9M ﹤0.01%
400,198
+14,302
2155
$13.9M ﹤0.01%
191,101
+74,014
2156
$13.9M ﹤0.01%
141,974
-16,427
2157
$13.9M ﹤0.01%
590,118
+159,845
2158
$13.9M ﹤0.01%
733,142
+509,500
2159
$13.8M ﹤0.01%
62,168
-3,611
2160
$13.8M ﹤0.01%
314,323
-52,251
2161
$13.8M ﹤0.01%
785,112
-9,315
2162
$13.8M ﹤0.01%
351,343
-106,198
2163
$13.8M ﹤0.01%
241,362
-4,364
2164
$13.8M ﹤0.01%
217,494
+17,820
2165
$13.7M ﹤0.01%
425,972
+94,497
2166
$13.7M ﹤0.01%
1,729,912
+187,205
2167
$13.7M ﹤0.01%
157,518
-13,889
2168
$13.7M ﹤0.01%
615,687
-87,789
2169
$13.7M ﹤0.01%
600,749
+34,107
2170
$13.7M ﹤0.01%
212,356
+4,044
2171
$13.6M ﹤0.01%
303,588
-21,674
2172
$13.6M ﹤0.01%
110,705
+10,729
2173
$13.6M ﹤0.01%
293,139
-1,476
2174
$13.6M ﹤0.01%
272,330
-8,502
2175
$13.6M ﹤0.01%
352,841
+9,920