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
4851
$588K ﹤0.01%
68,666
+6,724
4852
$587K ﹤0.01%
12,738
+3,200
4853
$587K ﹤0.01%
22,062
-11,872
4854
$587K ﹤0.01%
+60,000
4855
$587K ﹤0.01%
60,000
4856
$586K ﹤0.01%
39,689
-18,741
4857
$585K ﹤0.01%
77,104
-99,333
4858
$584K ﹤0.01%
227,185
-16,164
4859
$584K ﹤0.01%
+60,300
4860
$583K ﹤0.01%
106,042
-17,388
4861
$583K ﹤0.01%
75,562
+14,300
4862
$582K ﹤0.01%
29,669
-43,216
4863
$581K ﹤0.01%
23,955
+6,201
4864
$580K ﹤0.01%
71,872
+21,072
4865
$578K ﹤0.01%
98,701
+26,780
4866
$575K ﹤0.01%
45,755
+4,629
4867
$575K ﹤0.01%
21,186
+255
4868
$575K ﹤0.01%
806
-325
4869
$574K ﹤0.01%
12,171
-390
4870
$574K ﹤0.01%
15,207
+9,662
4871
$573K ﹤0.01%
40,843
-26,697
4872
$572K ﹤0.01%
23,687
-6,897
4873
$571K ﹤0.01%
3,052
-2,024
4874
$571K ﹤0.01%
112,794
+112,573
4875
$570K ﹤0.01%
23,731
+6,663