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
4601
$806K ﹤0.01%
25,537
-7,173
4602
$805K ﹤0.01%
98,383
+4,734
4603
$805K ﹤0.01%
47,748
+19,049
4604
$805K ﹤0.01%
24,752
-13,802
4605
$801K ﹤0.01%
30,288
+7,642
4606
$801K ﹤0.01%
81,611
4607
$800K ﹤0.01%
9,408
-7,120
4608
$799K ﹤0.01%
48,054
+44,490
4609
$797K ﹤0.01%
23,131
-9,356
4610
$795K ﹤0.01%
88,222
-16,869
4611
$794K ﹤0.01%
4,515
-5,764
4612
$794K ﹤0.01%
80,000
4613
$791K ﹤0.01%
32,353
-94
4614
$788K ﹤0.01%
42,654
-46,452
4615
$786K ﹤0.01%
2,240
+604
4616
$785K ﹤0.01%
8,471
-2,462
4617
$784K ﹤0.01%
66,719
-3,091
4618
$783K ﹤0.01%
41,904
-21,779
4619
$780K ﹤0.01%
45,895
+42,553
4620
$780K ﹤0.01%
67,080
+866
4621
$778K ﹤0.01%
59,100
+33,454
4622
$778K ﹤0.01%
55,795
-1,552
4623
$778K ﹤0.01%
51,557
+25,190
4624
$775K ﹤0.01%
84,108
+10,046
4625
$773K ﹤0.01%
14,743
-7,187