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
5551
$192K ﹤0.01%
5,169
-12,675
5552
$192K ﹤0.01%
6,279
-36,519
5553
$191K ﹤0.01%
41,979
-206,854
5554
$190K ﹤0.01%
1,624
-195
5555
$190K ﹤0.01%
31,350
+26,473
5556
$189K ﹤0.01%
4,707
-6,362
5557
$189K ﹤0.01%
29,304
+21,572
5558
$189K ﹤0.01%
8,565
-2,422
5559
$189K ﹤0.01%
10,941
+5,836
5560
$188K ﹤0.01%
15,300
-1,479
5561
$187K ﹤0.01%
11,700
+10,222
5562
$187K ﹤0.01%
750
-269
5563
$186K ﹤0.01%
+12,315
5564
$186K ﹤0.01%
19,982
-2,952
5565
$185K ﹤0.01%
6,090
+706
5566
$185K ﹤0.01%
10,898
-3,907
5567
$185K ﹤0.01%
2,973
+780
5568
$185K ﹤0.01%
16,300
-1,702
5569
$185K ﹤0.01%
+15,113
5570
$185K ﹤0.01%
+18,817
5571
$184K ﹤0.01%
9,780
-7,221
5572
$184K ﹤0.01%
5,570
-3
5573
$184K ﹤0.01%
4,929
+567
5574
$184K ﹤0.01%
5,081
-118
5575
$184K ﹤0.01%
10,199
+2,387