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
4526
$921K ﹤0.01%
53,134
+39,219
4527
$921K ﹤0.01%
11,971
+714
4528
$918K ﹤0.01%
26,204
+9,576
4529
$917K ﹤0.01%
29,399
-2,424
4530
$914K ﹤0.01%
93,700
+90,000
4531
$913K ﹤0.01%
21,957
+725
4532
$912K ﹤0.01%
17,406
-6,784
4533
$910K ﹤0.01%
16,607
-84,233
4534
$909K ﹤0.01%
27,763
+1,171
4535
$908K ﹤0.01%
66,660
-7,731
4536
$905K ﹤0.01%
63,628
-10,762
4537
$904K ﹤0.01%
50,145
-49,599
4538
$898K ﹤0.01%
64,696
-5,364
4539
$896K ﹤0.01%
23,308
+3,207
4540
$894K ﹤0.01%
296,136
+9,007
4541
$892K ﹤0.01%
108,525
+108,514
4542
$892K ﹤0.01%
231,234
-283,322
4543
$890K ﹤0.01%
27,486
-1,549
4544
$889K ﹤0.01%
111,658
+32,958
4545
$887K ﹤0.01%
56,414
+17,961
4546
$887K ﹤0.01%
21,897
+11,535
4547
$886K ﹤0.01%
97,895
+45,402
4548
$885K ﹤0.01%
68,554
+999
4549
$885K ﹤0.01%
34,911
+4,558
4550
$883K ﹤0.01%
62,241
+22,452