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
2351
$10.9M ﹤0.01%
173,380
-5,911
2352
$10.9M ﹤0.01%
137,659
-5,981
2353
$10.9M ﹤0.01%
487,998
+277,750
2354
$10.8M ﹤0.01%
69,361
+5,256
2355
$10.8M ﹤0.01%
178,016
-223,583
2356
$10.8M ﹤0.01%
1,108,123
+400,000
2357
$10.8M ﹤0.01%
381,368
+29,836
2358
$10.8M ﹤0.01%
697,992
+132,756
2359
$10.8M ﹤0.01%
175,062
-4,175
2360
$10.8M ﹤0.01%
1,103,488
+730,000
2361
$10.8M ﹤0.01%
539,695
-4,395
2362
$10.8M ﹤0.01%
114,393
-22,847
2363
$10.8M ﹤0.01%
436,596
+23,546
2364
$10.7M ﹤0.01%
431,787
+113,513
2365
$10.7M ﹤0.01%
1,091,864
+991,864
2366
$10.7M ﹤0.01%
66,473
+36,878
2367
$10.7M ﹤0.01%
365,934
+4,667
2368
$10.7M ﹤0.01%
302,868
-58,380
2369
$10.7M ﹤0.01%
285,795
-2,348,348
2370
$10.6M ﹤0.01%
273,888
+43,738
2371
$10.6M ﹤0.01%
437,094
+5,733
2372
$10.6M ﹤0.01%
381,744
-100,751
2373
$10.6M ﹤0.01%
159,557
-9,829
2374
$10.6M ﹤0.01%
483,763
-63,875
2375
$10.6M ﹤0.01%
272,167
+5,512