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
4926
0
4927
$525K ﹤0.01%
28,497
-14,005
4928
$524K ﹤0.01%
15,016
-13,404
4929
$524K ﹤0.01%
36,176
+25,251
4930
$523K ﹤0.01%
21,297
-212
4931
$522K ﹤0.01%
11,303
-19,021
4932
$519K ﹤0.01%
8,608
-3,410
4933
$517K ﹤0.01%
28,458
-582,372
4934
$516K ﹤0.01%
3,687
+1,318
4935
$516K ﹤0.01%
64,539
+24,656
4936
$515K ﹤0.01%
73,449
+8,157
4937
$515K ﹤0.01%
49,803
+26,437
4938
$513K ﹤0.01%
41,775
+8,588
4939
$513K ﹤0.01%
123,546
-58,155
4940
$512K ﹤0.01%
88,379
-697,769
4941
$512K ﹤0.01%
78,271
-235,526
4942
$511K ﹤0.01%
16,695
-7,449
4943
$510K ﹤0.01%
14,709
-10,682
4944
$510K ﹤0.01%
21,083
-2,897
4945
$510K ﹤0.01%
29,645
+24,800
4946
$509K ﹤0.01%
51,399
4947
$508K ﹤0.01%
18,162
+5,180
4948
$507K ﹤0.01%
78,670
+67,682
4949
$507K ﹤0.01%
74,809
+24,587
4950
$506K ﹤0.01%
59,557
+47,312