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
5051
$426K ﹤0.01%
143,369
+27,249
5052
$425K ﹤0.01%
19,174
+8,061
5053
$425K ﹤0.01%
12,853
-2,357
5054
$425K ﹤0.01%
2,268
-1,648
5055
$424K ﹤0.01%
4,459
-20,011
5056
$424K ﹤0.01%
6,218
-2,394
5057
$421K ﹤0.01%
4,615
-79
5058
$420K ﹤0.01%
6,439
-228
5059
$420K ﹤0.01%
16,729
+12,477
5060
$419K ﹤0.01%
33,102
-3,592
5061
$419K ﹤0.01%
18,089
+439
5062
$419K ﹤0.01%
9,320
+454
5063
$419K ﹤0.01%
161,614
+147,624
5064
$419K ﹤0.01%
35,796
-79,329
5065
$418K ﹤0.01%
3,487
+22
5066
$418K ﹤0.01%
27,202
-81
5067
$416K ﹤0.01%
19,054
+16,712
5068
$416K ﹤0.01%
39,000
-26,205
5069
$416K ﹤0.01%
30,680
-16,247
5070
$416K ﹤0.01%
129
+100
5071
$415K ﹤0.01%
35,026
-13,476
5072
$415K ﹤0.01%
42,300
5073
$414K ﹤0.01%
24,108
-54,201
5074
$414K ﹤0.01%
26,840
+13,535
5075
$412K ﹤0.01%
21,414
+16,926