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
4876
$569K ﹤0.01%
68,779
+37,542
4877
$568K ﹤0.01%
20,208
+2,106
4878
$566K ﹤0.01%
22,673
-31,008
4879
$566K ﹤0.01%
55,585
+17,016
4880
$565K ﹤0.01%
61,172
+45,043
4881
$564K ﹤0.01%
31,752
+8,490
4882
$561K ﹤0.01%
27,951
+15,154
4883
$561K ﹤0.01%
56,500
4884
$559K ﹤0.01%
21,456
-250
4885
$559K ﹤0.01%
57,197
-13,217
4886
$557K ﹤0.01%
13,644
-2,188
4887
$556K ﹤0.01%
43,256
-90,179
4888
$556K ﹤0.01%
217,115
-123,197
4889
$554K ﹤0.01%
22,842
-3,326
4890
$554K ﹤0.01%
56,730
+27,942
4891
$554K ﹤0.01%
56,514
+6,514
4892
$553K ﹤0.01%
59,024
+25,571
4893
$549K ﹤0.01%
109,837
+66,069
4894
$549K ﹤0.01%
23,485
-35,550
4895
$548K ﹤0.01%
24,069
-59,781
4896
$547K ﹤0.01%
35,963
-5,235
4897
$546K ﹤0.01%
18,240
+12,467
4898
$546K ﹤0.01%
75,815
+29,075
4899
$546K ﹤0.01%
16,943
-7,197
4900
$545K ﹤0.01%
26,444
-11,502