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
5526
$198K ﹤0.01%
20,070
+17,678
5527
$197K ﹤0.01%
21,795
+9
5528
$197K ﹤0.01%
18,302
+10,302
5529
$197K ﹤0.01%
19,721
-12,597
5530
$197K ﹤0.01%
23,830
+13,855
5531
$197K ﹤0.01%
16,946
+1,221
5532
$196K ﹤0.01%
8,152
-1,012
5533
$196K ﹤0.01%
11,713
-4,318
5534
$196K ﹤0.01%
8,647
-56,782
5535
$196K ﹤0.01%
15,770
-3,293
5536
$196K ﹤0.01%
34,425
+600
5537
$196K ﹤0.01%
+502
5538
$196K ﹤0.01%
20,871
-1,971
5539
$195K ﹤0.01%
+2,240
5540
$195K ﹤0.01%
40,737
-11,459
5541
$195K ﹤0.01%
37,870
-6,512
5542
$194K ﹤0.01%
6,485
-5,347
5543
$194K ﹤0.01%
42,203
+42,079
5544
$193K ﹤0.01%
10,000
-2,110
5545
$193K ﹤0.01%
15,636
-929
5546
$193K ﹤0.01%
17,176
-9,550
5547
$193K ﹤0.01%
14,799
-5,074
5548
$193K ﹤0.01%
10,000
-167
5549
$192K ﹤0.01%
8,175
-7,929
5550
$192K ﹤0.01%
13,252
+7,591