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
4501
$942K ﹤0.01%
18,468
-14,352
4502
$941K ﹤0.01%
17,409
+4,551
4503
$939K ﹤0.01%
16,715
-2,275
4504
$938K ﹤0.01%
84,003
+46,265
4505
$937K ﹤0.01%
95,500
4506
$937K ﹤0.01%
35,282
+865
4507
$935K ﹤0.01%
29,219
-548,032
4508
$933K ﹤0.01%
142,537
+22,917
4509
$933K ﹤0.01%
135,237
+56,755
4510
$932K ﹤0.01%
61,910
-30,594
4511
$932K ﹤0.01%
92,572
-15,002
4512
$930K ﹤0.01%
51,794
+817
4513
$929K ﹤0.01%
38,478
-36,589
4514
$928K ﹤0.01%
89,139
-3,149
4515
$928K ﹤0.01%
62,945
-3,883
4516
$928K ﹤0.01%
427,600
+424,424
4517
$927K ﹤0.01%
38,108
+6,550
4518
$927K ﹤0.01%
8,127
+7,704
4519
$926K ﹤0.01%
33,697
-80,760
4520
$926K ﹤0.01%
263,866
+240,090
4521
$925K ﹤0.01%
51,810
-5,037
4522
$924K ﹤0.01%
57,199
+2,262
4523
$924K ﹤0.01%
34,463
-1,975
4524
$923K ﹤0.01%
101,133
+9,027
4525
$922K ﹤0.01%
74,354
+25,143