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
4901
$544K ﹤0.01%
42,925
-786,223
4902
$544K ﹤0.01%
42,566
4903
$543K ﹤0.01%
2,452
-138
4904
$543K ﹤0.01%
54,473
-268
4905
$541K ﹤0.01%
19,400
4906
$541K ﹤0.01%
45,410
+36,118
4907
$541K ﹤0.01%
27,600
-3,439
4908
$540K ﹤0.01%
31,314
-29,344
4909
$540K ﹤0.01%
15,451
-3,156
4910
$539K ﹤0.01%
75,918
-3,444
4911
$539K ﹤0.01%
55,503
4912
$538K ﹤0.01%
38,006
+12,639
4913
$537K ﹤0.01%
41,513
-7,402
4914
$535K ﹤0.01%
29,744
-14,018
4915
$534K ﹤0.01%
+129,334
4916
$533K ﹤0.01%
15,499
+11,796
4917
$533K ﹤0.01%
92,663
-24,364
4918
$532K ﹤0.01%
22,095
-1,556
4919
$532K ﹤0.01%
68,449
+19,113
4920
$532K ﹤0.01%
25,552
+458
4921
$530K ﹤0.01%
16,390
-5,983
4922
$530K ﹤0.01%
29,269
+664
4923
$529K ﹤0.01%
33,736
+24,844
4924
$527K ﹤0.01%
492,666
+450,623
4925
$527K ﹤0.01%
+3,426