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
4826
$602K ﹤0.01%
11,056
+1,239
4827
$601K ﹤0.01%
29,132
+2,467
4828
$599K ﹤0.01%
5,841
-749
4829
$599K ﹤0.01%
41,296
-20,104
4830
$599K ﹤0.01%
83,680
-87,495
4831
$598K ﹤0.01%
27,615
-2,948
4832
$598K ﹤0.01%
86,046
+19,891
4833
$597K ﹤0.01%
21,331
-9,607
4834
$596K ﹤0.01%
72,171
+2,980
4835
$596K ﹤0.01%
267
-3
4836
$596K ﹤0.01%
85,807
-34,243
4837
$596K ﹤0.01%
215,926
-1,013,353
4838
$594K ﹤0.01%
48,048
-15,507
4839
$594K ﹤0.01%
4,449
+2,292
4840
$593K ﹤0.01%
19,104
-2,899
4841
$593K ﹤0.01%
194,599
+185,873
4842
$593K ﹤0.01%
42,754
+3,298
4843
$592K ﹤0.01%
18,949
-32,960
4844
$591K ﹤0.01%
33,241
+744
4845
$591K ﹤0.01%
83,124
-67,131
4846
$590K ﹤0.01%
41,159
+33,525
4847
$590K ﹤0.01%
59,853
4848
$589K ﹤0.01%
11,371
+4,674
4849
$589K ﹤0.01%
175,184
-71,867
4850
$588K ﹤0.01%
24,269
-1,307