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
2176
$13.6M ﹤0.01%
411,698
+39,402
2177
$13.6M ﹤0.01%
1,686,377
+697,559
2178
$13.6M ﹤0.01%
884,073
+1,256
2179
$13.6M ﹤0.01%
329,191
-66,653
2180
$13.6M ﹤0.01%
401,194
+326,444
2181
$13.6M ﹤0.01%
555,663
-25,966
2182
$13.5M ﹤0.01%
158,047
+10,305
2183
$13.5M ﹤0.01%
499,056
+140,678
2184
$13.5M ﹤0.01%
460,763
+52,399
2185
$13.4M ﹤0.01%
254,821
+2,546
2186
$13.4M ﹤0.01%
707,978
+27,809
2187
$13.4M ﹤0.01%
414,619
-80,094
2188
$13.3M ﹤0.01%
1,024,802
-230,776
2189
$13.3M ﹤0.01%
179,953
-30,147
2190
$13.3M ﹤0.01%
741,379
+332,142
2191
$13.3M ﹤0.01%
772,223
-286,180
2192
$13.3M ﹤0.01%
248,944
-44,620
2193
$13.2M ﹤0.01%
116,574
-32,809
2194
$13.2M ﹤0.01%
343,394
+79,842
2195
$13.2M ﹤0.01%
220,571
-3,609
2196
$13.2M ﹤0.01%
169,081
+17,455
2197
$13.2M ﹤0.01%
2,880,625
-1,976,854
2198
$13.1M ﹤0.01%
1,397,383
-43,833
2199
$13.1M ﹤0.01%
271,508
+13,717
2200
$13.1M ﹤0.01%
188,742
+14,630