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
4751
$664K ﹤0.01%
26,965
+246
4752
$664K ﹤0.01%
155,982
+40,816
4753
$662K ﹤0.01%
9,609
-614
4754
$661K ﹤0.01%
11,253
-89
4755
$660K ﹤0.01%
43,317
+1,402
4756
$659K ﹤0.01%
65,448
-10,000
4757
$658K ﹤0.01%
49,042
-5,312
4758
$657K ﹤0.01%
204,148
+72,209
4759
$655K ﹤0.01%
27,737
-21,833
4760
$655K ﹤0.01%
79,573
-467,727
4761
$654K ﹤0.01%
86,246
+815
4762
$653K ﹤0.01%
422
+3
4763
$652K ﹤0.01%
48,453
+6,633
4764
$652K ﹤0.01%
33,699
+8,249
4765
$652K ﹤0.01%
39,498
-10,602
4766
$651K ﹤0.01%
73,443
+48,660
4767
$649K ﹤0.01%
7,006
-4,526
4768
$648K ﹤0.01%
280,745
-309,295
4769
$647K ﹤0.01%
92,961
+41,620
4770
$647K ﹤0.01%
133,189
+58,839
4771
$647K ﹤0.01%
25,619
+7
4772
$646K ﹤0.01%
12,650
+1,995
4773
$645K ﹤0.01%
47,441
+47,377
4774
$643K ﹤0.01%
20,967
+6,162
4775
$643K ﹤0.01%
56,317
+14,941