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
5601
$177K ﹤0.01%
10,000
5602
$176K ﹤0.01%
2,446
-2,394
5603
$176K ﹤0.01%
13,688
-2,645
5604
$176K ﹤0.01%
9,616
+2,721
5605
$175K ﹤0.01%
11,125
+10,985
5606
$175K ﹤0.01%
41,866
+41,238
5607
$175K ﹤0.01%
2,934
-3,671
5608
$175K ﹤0.01%
5,551
-87
5609
$175K ﹤0.01%
7,265
+2,250
5610
$174K ﹤0.01%
8,640
+1,747
5611
$173K ﹤0.01%
5,725
-21,265
5612
$172K ﹤0.01%
11,234
-109,615
5613
$171K ﹤0.01%
20,750
-523
5614
$171K ﹤0.01%
4,772
-638
5615
$169K ﹤0.01%
41,919
+715
5616
$169K ﹤0.01%
23,904
+17,017
5617
$169K ﹤0.01%
19,585
-5,242
5618
$168K ﹤0.01%
22,286
-8,290
5619
$168K ﹤0.01%
47,600
+3,004
5620
$167K ﹤0.01%
13,830
+10,027
5621
$167K ﹤0.01%
19,281
-33,989
5622
$167K ﹤0.01%
+1,560
5623
$166K ﹤0.01%
15,914
-10,248
5624
$166K ﹤0.01%
7,201
-987
5625
$166K ﹤0.01%
6,975
-1,750