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
2226
$12.8M ﹤0.01%
249,576
-29,712
2227
$12.8M ﹤0.01%
856,381
-203,905
2228
$12.8M ﹤0.01%
116,182
+15,227
2229
$12.7M ﹤0.01%
643,837
-38,030
2230
$12.7M ﹤0.01%
166,766
+19,063
2231
$12.7M ﹤0.01%
871,967
+1,724
2232
$12.7M ﹤0.01%
106,393
+36,417
2233
$12.7M ﹤0.01%
46,773
-12,935
2234
$12.7M ﹤0.01%
1,050,100
-73,906
2235
$12.6M ﹤0.01%
116,976
+63,008
2236
$12.6M ﹤0.01%
2,959,311
+260,376
2237
$12.6M ﹤0.01%
1,120,064
+316,126
2238
$12.6M ﹤0.01%
68,652
+4,341
2239
$12.6M ﹤0.01%
822,436
+77,666
2240
$12.6M ﹤0.01%
324,111
-59,086
2241
$12.6M ﹤0.01%
716,987
+635,068
2242
$12.5M ﹤0.01%
264,324
-18,995
2243
$12.5M ﹤0.01%
189,192
-27,133
2244
$12.5M ﹤0.01%
383,918
-141,298
2245
$12.5M ﹤0.01%
579,821
+425,478
2246
$12.5M ﹤0.01%
1,799,025
+276,858
2247
$12.5M ﹤0.01%
164,386
+59,587
2248
$12.5M ﹤0.01%
1,269,831
+267,144
2249
$12.4M ﹤0.01%
370,069
-78,294
2250
$12.4M ﹤0.01%
146,302
-19,699