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
4626
$772K ﹤0.01%
12,022
+1,340
4627
$772K ﹤0.01%
41,227
-6,304
4628
$772K ﹤0.01%
82,307
+6,202
4629
$772K ﹤0.01%
121,338
+59,450
4630
$772K ﹤0.01%
+29,439
4631
$771K ﹤0.01%
33,567
+33,008
4632
$771K ﹤0.01%
13,229
-1,305
4633
$770K ﹤0.01%
+80,000
4634
$767K ﹤0.01%
60,895
-34
4635
$767K ﹤0.01%
28,706
-19,445
4636
$762K ﹤0.01%
26,649
-7,002
4637
$762K ﹤0.01%
69,799
-12,013
4638
$762K ﹤0.01%
41,547
-13,171
4639
$761K ﹤0.01%
51,509
-30,071
4640
$761K ﹤0.01%
16
+14
4641
$757K ﹤0.01%
48,644
+25,078
4642
$757K ﹤0.01%
9,577
-28,258
4643
$756K ﹤0.01%
1,727
-781
4644
$755K ﹤0.01%
41,320
-6,153
4645
$754K ﹤0.01%
24,455
-42,870
4646
$753K ﹤0.01%
129,626
-7,999
4647
$751K ﹤0.01%
20,944
-2,190
4648
$751K ﹤0.01%
49,611
-6,725
4649
$750K ﹤0.01%
34,826
-31,388
4650
$750K ﹤0.01%
65,188
+475