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
4801
$624K ﹤0.01%
38,614
+22,104
4802
$622K ﹤0.01%
40,782
-5,204
4803
$622K ﹤0.01%
90,282
+66,179
4804
$620K ﹤0.01%
10,508
+4,533
4805
$619K ﹤0.01%
41,456
-12,860
4806
$618K ﹤0.01%
3,265
+1,087
4807
$616K ﹤0.01%
55,824
+47,404
4808
$615K ﹤0.01%
66,157
+4,513
4809
$614K ﹤0.01%
42,172
+3,956
4810
$613K ﹤0.01%
45,417
+8,375
4811
$611K ﹤0.01%
70,611
-12,919
4812
$611K ﹤0.01%
18,187
+1,294
4813
$609K ﹤0.01%
66,840
+40,148
4814
$609K ﹤0.01%
12,920
+1,919
4815
$608K ﹤0.01%
11,670
-391
4816
$608K ﹤0.01%
139,563
-123,343
4817
$608K ﹤0.01%
74,914
+9,340
4818
$607K ﹤0.01%
126,512
-44,973
4819
$606K ﹤0.01%
12,393
-157,695
4820
$606K ﹤0.01%
35,299
+4,475
4821
$606K ﹤0.01%
79,901
-13,977
4822
$605K ﹤0.01%
31,094
-6,555
4823
$605K ﹤0.01%
20,868
+1,680
4824
$605K ﹤0.01%
99,978
+8,697
4825
$603K ﹤0.01%
102,886
-128,520