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
5026
$451K ﹤0.01%
13,270
+542
5027
$450K ﹤0.01%
24,834
+6,131
5028
$449K ﹤0.01%
91,901
-23,169
5029
$448K ﹤0.01%
31,421
-452
5030
$447K ﹤0.01%
+3,799
5031
$446K ﹤0.01%
33,820
-3,654
5032
$446K ﹤0.01%
500,000
5033
$444K ﹤0.01%
10,352
-2,376
5034
$444K ﹤0.01%
25,000
5035
$442K ﹤0.01%
6,708
-1,952
5036
$438K ﹤0.01%
152,372
+7,122
5037
$438K ﹤0.01%
6,156
+3,575
5038
$437K ﹤0.01%
95,280
-55,688
5039
$433K ﹤0.01%
37,293
-14,659
5040
$433K ﹤0.01%
43,525
5041
$433K ﹤0.01%
61,496
+57,902
5042
$431K ﹤0.01%
22,021
+457
5043
$431K ﹤0.01%
92,243
-23,313
5044
$430K ﹤0.01%
18,634
+16,245
5045
$430K ﹤0.01%
54,345
-60,614
5046
$429K ﹤0.01%
28,162
+3,952
5047
$427K ﹤0.01%
65,662
-13,106
5048
$426K ﹤0.01%
32,651
-21,112
5049
$426K ﹤0.01%
19,728
-135
5050
$426K ﹤0.01%
13,611
+10,418