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
2301
$11.6M ﹤0.01%
431,751
+42,825
2302
$11.6M ﹤0.01%
84,679
+8,302
2303
$11.6M ﹤0.01%
1,234,898
+34,898
2304
$11.6M ﹤0.01%
728,484
+226,149
2305
$11.6M ﹤0.01%
252,028
-63,531
2306
$11.6M ﹤0.01%
125,264
-12,845
2307
$11.5M ﹤0.01%
188,560
+68,112
2308
$11.5M ﹤0.01%
1,136,071
+512,411
2309
$11.5M ﹤0.01%
175,440
-18,836
2310
$11.5M ﹤0.01%
753,451
+708,755
2311
$11.5M ﹤0.01%
79,644
-869
2312
$11.4M ﹤0.01%
875,337
+693,790
2313
$11.4M ﹤0.01%
78,403
-72,712
2314
$11.4M ﹤0.01%
263,733
-42,696
2315
$11.4M ﹤0.01%
282,512
+34,687
2316
$11.4M ﹤0.01%
456,589
+306,677
2317
$11.4M ﹤0.01%
168,809
-257
2318
$11.3M ﹤0.01%
114,722
-746
2319
$11.3M ﹤0.01%
247,633
-75,330
2320
$11.3M ﹤0.01%
967,988
+46,660
2321
$11.3M ﹤0.01%
862,401
-126,804
2322
$11.3M ﹤0.01%
241,368
+64,460
2323
$11.3M ﹤0.01%
927,065
+420,246
2324
$11.2M ﹤0.01%
29,023
+11,024
2325
$11.2M ﹤0.01%
1,143,759
+500,000