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
4726
$680K ﹤0.01%
54,972
-7,230
4727
$680K ﹤0.01%
50,123
-12,419
4728
$680K ﹤0.01%
34,862
-76,675
4729
$679K ﹤0.01%
62,902
+18,117
4730
$679K ﹤0.01%
+70,000
4731
$678K ﹤0.01%
103,451
-10,390
4732
$678K ﹤0.01%
16,037
-9,252
4733
$678K ﹤0.01%
17,796
-3,263
4734
$677K ﹤0.01%
20,606
-165
4735
$674K ﹤0.01%
76,922
-14,525
4736
$674K ﹤0.01%
37,502
+261
4737
$672K ﹤0.01%
45,872
-140,712
4738
$670K ﹤0.01%
13,714
-23,042
4739
$669K ﹤0.01%
78,290
+19,364
4740
$669K ﹤0.01%
301,258
-170,842
4741
$669K ﹤0.01%
87,867
+75,666
4742
$668K ﹤0.01%
7,938
-2,729
4743
$668K ﹤0.01%
41,727
+40,359
4744
$668K ﹤0.01%
100,402
-71,412
4745
$668K ﹤0.01%
88,887
-28,106
4746
$667K ﹤0.01%
55,590
+31,491
4747
$666K ﹤0.01%
56,075
-75,670
4748
$666K ﹤0.01%
40,325
-24,894
4749
$666K ﹤0.01%
27,138
+7,138
4750
$665K ﹤0.01%
59,777
-23,474