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
5451
$230K ﹤0.01%
901
-361
5452
$230K ﹤0.01%
49,192
+23,647
5453
$230K ﹤0.01%
33,085
-12,691
5454
$229K ﹤0.01%
15,028
-4,985
5455
$229K ﹤0.01%
20,378
+19,994
5456
$228K ﹤0.01%
17,000
-1,500
5457
$227K ﹤0.01%
110,012
+88,232
5458
$227K ﹤0.01%
9,957
-8,041
5459
$224K ﹤0.01%
16,976
-37,240
5460
0
5461
$223K ﹤0.01%
6,781
+6,758
5462
$223K ﹤0.01%
9,896
-327
5463
$223K ﹤0.01%
199,649
+128,367
5464
$223K ﹤0.01%
3,110
5465
$222K ﹤0.01%
12,471
+1,754
5466
$222K ﹤0.01%
14,653
-11,826
5467
$220K ﹤0.01%
10,442
+4,010
5468
$219K ﹤0.01%
4,972
-6,485
5469
$219K ﹤0.01%
3,311
-5,275
5470
$219K ﹤0.01%
7,538
+2,732
5471
$218K ﹤0.01%
27,225
5472
$218K ﹤0.01%
5,030
+11
5473
$216K ﹤0.01%
11,379
-11,444
5474
$216K ﹤0.01%
18,305
+3,566
5475
$215K ﹤0.01%
8,197
+6,197