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
5301
$287K ﹤0.01%
20,998
-1,213
5302
$287K ﹤0.01%
54,110
+1,423
5303
$287K ﹤0.01%
3,580
5304
$287K ﹤0.01%
23,177
+9,689
5305
$287K ﹤0.01%
11,218
-4,579
5306
$286K ﹤0.01%
23,385
-76
5307
$286K ﹤0.01%
5,629
-1,159
5308
$286K ﹤0.01%
22,974
-93,510
5309
$286K ﹤0.01%
24,563
-3,737
5310
$284K ﹤0.01%
+13,394
5311
$284K ﹤0.01%
29,007
-825
5312
$283K ﹤0.01%
28,090
-13,263
5313
$283K ﹤0.01%
111,643
+57,985
5314
$282K ﹤0.01%
33,177
+27,777
5315
$281K ﹤0.01%
13,908
+1,051
5316
$281K ﹤0.01%
25,132
+25,037
5317
$281K ﹤0.01%
13,327
-4,561
5318
$281K ﹤0.01%
5,630
+1,235
5319
$280K ﹤0.01%
17,038
-1,975
5320
$280K ﹤0.01%
7,260
-8,088
5321
$280K ﹤0.01%
41,888
+27,588
5322
$279K ﹤0.01%
5,307
-22,420
5323
$277K ﹤0.01%
19,339
+393
5324
$277K ﹤0.01%
7,858
-1
5325
$276K ﹤0.01%
8,033
+7,752