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
4551
$883K ﹤0.01%
87,907
+25,740
4552
$881K ﹤0.01%
2,691
+2,303
4553
$881K ﹤0.01%
3,932
-2,530
4554
$873K ﹤0.01%
41,546
+2,078
4555
$870K ﹤0.01%
167,191
+41,851
4556
$869K ﹤0.01%
31,552
-5,332
4557
$867K ﹤0.01%
9,935
+5,769
4558
$865K ﹤0.01%
5,602
+641
4559
$864K ﹤0.01%
30,996
-18,370
4560
$863K ﹤0.01%
75,781
+16,489
4561
$860K ﹤0.01%
77,221
+73,311
4562
$858K ﹤0.01%
61,962
+40,022
4563
$858K ﹤0.01%
58,137
+1,751
4564
$858K ﹤0.01%
+25,000
4565
$857K ﹤0.01%
18,668
-9,127
4566
$857K ﹤0.01%
24,216
-1,233
4567
$856K ﹤0.01%
178,884
-61,377
4568
$852K ﹤0.01%
221,265
4569
$847K ﹤0.01%
5,095
-9,721
4570
$846K ﹤0.01%
75,525
-103
4571
$846K ﹤0.01%
34,212
+24,554
4572
$846K ﹤0.01%
50,348
-7,391
4573
$845K ﹤0.01%
189,411
+62,056
4574
$842K ﹤0.01%
14,865
-158,918
4575
$842K ﹤0.01%
71,327
-1,839