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
5251
$309K ﹤0.01%
43,455
+35,702
5252
$309K ﹤0.01%
46,415
-20,412
5253
$309K ﹤0.01%
97,411
-34,531
5254
$309K ﹤0.01%
30,703
5255
$308K ﹤0.01%
33,598
-1,285
5256
$308K ﹤0.01%
21,857
+4,527
5257
$307K ﹤0.01%
30,900
5258
$307K ﹤0.01%
6,453
-257
5259
$307K ﹤0.01%
12,172
-22,214
5260
$307K ﹤0.01%
48,297
-1,462
5261
$306K ﹤0.01%
25,071
-24,426
5262
$306K ﹤0.01%
3,519
-2,870
5263
$305K ﹤0.01%
79,967
+58,872
5264
$305K ﹤0.01%
13,774
-1,880
5265
$305K ﹤0.01%
21,046
+14,874
5266
$304K ﹤0.01%
13,467
+1,253
5267
$304K ﹤0.01%
10,993
-1,093
5268
$304K ﹤0.01%
77,069
-83,830
5269
$302K ﹤0.01%
20,353
+3,442
5270
$302K ﹤0.01%
25,201
-1,470
5271
$302K ﹤0.01%
59,591
+2,506
5272
$301K ﹤0.01%
30,694
+21,479
5273
$301K ﹤0.01%
13,530
-8,893
5274
$301K ﹤0.01%
30,900
5275
$300K ﹤0.01%
10,337
+822