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
5101
$390K ﹤0.01%
3,832
+625
5102
$390K ﹤0.01%
13,571
+904
5103
$390K ﹤0.01%
7,023
-19,120
5104
$390K ﹤0.01%
+40,000
5105
$389K ﹤0.01%
1,865
-1,149
5106
$388K ﹤0.01%
41,994
-81,075
5107
$388K ﹤0.01%
52,900
-49,926
5108
$387K ﹤0.01%
196
5109
$386K ﹤0.01%
21,664
-5,914
5110
$386K ﹤0.01%
94,141
-101,682
5111
$384K ﹤0.01%
14,191
+1,041
5112
$384K ﹤0.01%
+38,981
5113
$383K ﹤0.01%
1,900
5114
$383K ﹤0.01%
38,800
5115
$383K ﹤0.01%
133,479
+7,562
5116
$381K ﹤0.01%
7,787
-53,928
5117
$381K ﹤0.01%
26,272
-23,838
5118
$381K ﹤0.01%
9,233
-4,029
5119
$381K ﹤0.01%
53,579
-19,980
5120
$380K ﹤0.01%
28,197
+9,905
5121
$379K ﹤0.01%
46,056
+16,872
5122
$378K ﹤0.01%
43,649
-61,294
5123
$377K ﹤0.01%
8,132
+484
5124
$377K ﹤0.01%
19,536
+13,394
5125
$376K ﹤0.01%
91,327
+63,161