Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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
1
$25.2B 2.45%
144,401,747
+14,358,085
2
$24B 2.34%
77,939,839
+6,041,228
3
$21.5B 2.09%
51,735,748
+31,984,063
4
$20.6B 2%
45,323,184
+29,303,453
5
$17.5B 1.7%
118,394,508
+32,215,319
6
$17B 1.66%
245,220,663
+1,668,645
7
$16.5B 1.6%
36,486,851
+52,470
8
$14.6B 1.42%
89,867,640
+5,012,600
9
$10.4B 1.01%
74,982,480
+4,522,180
10
$10.3B 1%
35,777,142
+1,651,327
11
$10.2B 0.99%
28,222,306
+9,448,452
12
$9.48B 0.92%
34,144,454
-888,379
13
$8.41B 0.82%
151,306,479
+2,302,748
14
$8.23B 0.8%
49,599,740
-2,941,073
15
$8.16B 0.79%
169,956,696
+1,716,820
16
$7.74B 0.75%
18,592,472
-37,371
17
$7.68B 0.75%
281,506,870
+58,476,880
18
$7.4B 0.72%
54,292,632
+3,493,850
19
$7.31B 0.71%
35,626,021
+2,771,565
20
$7.12B 0.69%
69,937,318
-7,695,551
21
$6.42B 0.62%
74,631,903
-17,242
22
$6.1B 0.59%
78,146,042
+9,072,366
23
$5.97B 0.58%
36,633,702
+1,152,930
24
$5.83B 0.57%
26,270,522
+572,995
25
$5.73B 0.56%
26,982,283
+943,694