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
5326
$276K ﹤0.01%
12,198
+6,785
5327
$276K ﹤0.01%
30,943
+30,387
5328
$276K ﹤0.01%
25,499
+2,808
5329
$276K ﹤0.01%
27,710
5330
$275K ﹤0.01%
14,495
+14,475
5331
$275K ﹤0.01%
4,249
+2,679
5332
$275K ﹤0.01%
1,473
-327
5333
$274K ﹤0.01%
38,260
-25,727
5334
$274K ﹤0.01%
49,028
-17,431
5335
$273K ﹤0.01%
12,708
-1,325
5336
$273K ﹤0.01%
58,683
-26,839
5337
$273K ﹤0.01%
7,486
+1,055
5338
$273K ﹤0.01%
45,803
+38,255
5339
$272K ﹤0.01%
+15,199
5340
$272K ﹤0.01%
8,690
+2,056
5341
$272K ﹤0.01%
34,958
+2,861
5342
$272K ﹤0.01%
+38,161
5343
$272K ﹤0.01%
27,709
5344
$271K ﹤0.01%
37,513
-86,865
5345
$271K ﹤0.01%
16,825
+37
5346
$271K ﹤0.01%
1,868
-36,256
5347
$270K ﹤0.01%
33,428
+29,583
5348
$269K ﹤0.01%
3,821
-628
5349
$269K ﹤0.01%
8,200
-3
5350
$268K ﹤0.01%
9,452
-5,684