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
5276
$299K ﹤0.01%
23,187
-48,449
5277
$299K ﹤0.01%
17,147
+14,997
5278
$298K ﹤0.01%
9,568
+169
5279
$298K ﹤0.01%
37,339
+747
5280
$298K ﹤0.01%
+10,912
5281
$298K ﹤0.01%
21,487
-7,036
5282
$297K ﹤0.01%
8,687
-2,996
5283
$296K ﹤0.01%
15,000
5284
$296K ﹤0.01%
6,610
+1,738
5285
$295K ﹤0.01%
30,327
-8,802
5286
$295K ﹤0.01%
6,083
-569
5287
$295K ﹤0.01%
57,517
+54,566
5288
$294K ﹤0.01%
4,505
-3,153
5289
$294K ﹤0.01%
17,304
-11,055
5290
$292K ﹤0.01%
82,765
5291
$291K ﹤0.01%
17,929
-12,127
5292
$291K ﹤0.01%
13,242
-19,222
5293
$291K ﹤0.01%
6,454
-4,712
5294
$291K ﹤0.01%
4,522
+789
5295
$290K ﹤0.01%
404,253
-54,826
5296
$290K ﹤0.01%
20,619
-6,197
5297
$290K ﹤0.01%
10,002
-15,162
5298
$290K ﹤0.01%
6,049
+265
5299
$289K ﹤0.01%
131,397
+40,836
5300
$287K ﹤0.01%
7,946
+4,424