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
5201
$331K ﹤0.01%
30,376
-9,980
5202
$331K ﹤0.01%
17,132
-8,096
5203
$330K ﹤0.01%
1,644
-33
5204
$330K ﹤0.01%
34,394
5205
$330K ﹤0.01%
17,833
+8,319
5206
$328K ﹤0.01%
9,173
-297
5207
$328K ﹤0.01%
52,829
+46,157
5208
$328K ﹤0.01%
6,593
+4,256
5209
$328K ﹤0.01%
10,282
-30,322
5210
$327K ﹤0.01%
9,036
-506
5211
$327K ﹤0.01%
2
-1
5212
$327K ﹤0.01%
48,099
-13,193
5213
$326K ﹤0.01%
6,531
-2,300
5214
$326K ﹤0.01%
5,268
-33,744
5215
$325K ﹤0.01%
15,249
+1,804
5216
$325K ﹤0.01%
18,433
-28,925
5217
$324K ﹤0.01%
23,580
+286
5218
$324K ﹤0.01%
27,945
+19,428
5219
$323K ﹤0.01%
83,004
-9,318
5220
$322K ﹤0.01%
6,342
+422
5221
$321K ﹤0.01%
4,189
+4,036
5222
$321K ﹤0.01%
89,609
-74,290
5223
$320K ﹤0.01%
1,487
+359
5224
$320K ﹤0.01%
69,954
-13,808
5225
$320K ﹤0.01%
809