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
4951
$505K ﹤0.01%
518
4952
$504K ﹤0.01%
60,901
-1,121
4953
$503K ﹤0.01%
50,700
-25,675
4954
$502K ﹤0.01%
50,000
4955
$501K ﹤0.01%
17,212
-3,110
4956
$501K ﹤0.01%
50,175
-1,336
4957
$500K ﹤0.01%
50,000
4958
$499K ﹤0.01%
22,961
-7,831
4959
$499K ﹤0.01%
2,500
4960
$499K ﹤0.01%
50,000
4961
$497K ﹤0.01%
50,101
+28,995
4962
$496K ﹤0.01%
+50,000
4963
$496K ﹤0.01%
+50,000
4964
$495K ﹤0.01%
32,021
+1,274
4965
$494K ﹤0.01%
47,084
-27,071
4966
$494K ﹤0.01%
50,050
4967
$493K ﹤0.01%
1,514
+1,242
4968
$493K ﹤0.01%
18,185
-11,799
4969
$493K ﹤0.01%
32,687
+37
4970
$492K ﹤0.01%
50,000
4971
$491K ﹤0.01%
50,000
4972
$490K ﹤0.01%
22,790
-20,574
4973
$490K ﹤0.01%
50,000
4974
$488K ﹤0.01%
10,060
-1,370
4975
$486K ﹤0.01%
17,035
-3,228