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
4976
$485K ﹤0.01%
48,900
4977
$483K ﹤0.01%
13,327
+722
4978
$483K ﹤0.01%
33,932
+1,047
4979
$483K ﹤0.01%
2,196
-20
4980
$482K ﹤0.01%
11,906
+4,212
4981
$481K ﹤0.01%
77,866
-33,636
4982
$481K ﹤0.01%
12,624
-35,013
4983
$481K ﹤0.01%
78,441
+7,087
4984
$481K ﹤0.01%
42,621
-31,144
4985
$481K ﹤0.01%
29,062
-5,346
4986
$480K ﹤0.01%
179,477
-32,081
4987
$479K ﹤0.01%
40,459
-34,186
4988
$479K ﹤0.01%
25,080
-5,764
4989
$478K ﹤0.01%
34
+30
4990
$478K ﹤0.01%
15,680
-8,728
4991
$478K ﹤0.01%
34,311
-6,146
4992
$477K ﹤0.01%
36,822
+10,503
4993
$475K ﹤0.01%
45,433
+16,384
4994
$475K ﹤0.01%
13,255
-18,596
4995
$474K ﹤0.01%
15,378
-8,743
4996
$473K ﹤0.01%
9,176
-1,212
4997
$472K ﹤0.01%
6,734
-4,807
4998
$472K ﹤0.01%
15,192
+2,866
4999
$471K ﹤0.01%
116,223
+43,713
5000
$470K ﹤0.01%
92,381
-13,536