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
5426
$239K ﹤0.01%
18,406
-2,768
5427
$239K ﹤0.01%
13,427
+13,027
5428
$239K ﹤0.01%
32,076
-99,959
5429
$239K ﹤0.01%
55,821
+42,254
5430
$238K ﹤0.01%
21,016
-16,707
5431
$238K ﹤0.01%
6,272
+115
5432
$237K ﹤0.01%
+2,007
5433
$237K ﹤0.01%
1,442
+1,106
5434
$237K ﹤0.01%
23,364
+10,818
5435
$237K ﹤0.01%
12,423
-85,405
5436
$237K ﹤0.01%
23,900
5437
$237K ﹤0.01%
81,986
-36,356
5438
$236K ﹤0.01%
5,781
-3,595
5439
$236K ﹤0.01%
2,028
+188
5440
$235K ﹤0.01%
7,922
-3,973
5441
$234K ﹤0.01%
14,404
-4,462
5442
$234K ﹤0.01%
9,959
-438
5443
$234K ﹤0.01%
2,190
+20
5444
$234K ﹤0.01%
69,913
-19,885
5445
$233K ﹤0.01%
46,434
+37,939
5446
$233K ﹤0.01%
+115,614
5447
$233K ﹤0.01%
2,414
+2,111
5448
$233K ﹤0.01%
6,493
+1,664
5449
$232K ﹤0.01%
62,743
+25,183
5450
$231K ﹤0.01%
74,476
-11,989