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
5401
$251K ﹤0.01%
700,000
-1,000
5402
$251K ﹤0.01%
25,000
5403
$250K ﹤0.01%
8,163
+5,432
5404
$250K ﹤0.01%
9,282
-438
5405
$250K ﹤0.01%
5,010
-32
5406
$249K ﹤0.01%
3,164
+1,083
5407
$249K ﹤0.01%
7,801
-2,872
5408
$249K ﹤0.01%
35,317
5409
$248K ﹤0.01%
7,440
+3,480
5410
$248K ﹤0.01%
1,783
+1,741
5411
$247K ﹤0.01%
2,908
+1,229
5412
$246K ﹤0.01%
6,138
-28
5413
$246K ﹤0.01%
49,571
-33,536
5414
$246K ﹤0.01%
21,383
-6,289
5415
$245K ﹤0.01%
10,095
-3,133
5416
$244K ﹤0.01%
8,844
-8,433
5417
0
5418
$244K ﹤0.01%
38,671
-1,925
5419
$244K ﹤0.01%
22,848
-2,064
5420
$243K ﹤0.01%
92,707
-300,979
5421
$243K ﹤0.01%
31,519
-18,571
5422
$242K ﹤0.01%
4,851
+78
5423
$242K ﹤0.01%
24,941
5424
$241K ﹤0.01%
32,469
-1,057,438
5425
$240K ﹤0.01%
5,811
+12