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
5676
$150K ﹤0.01%
2,227
+618
5677
$149K ﹤0.01%
31,472
-34,836
5678
$149K ﹤0.01%
30,974
-6,568
5679
$149K ﹤0.01%
11,806
-23,807
5680
$149K ﹤0.01%
10,000
+9,991
5681
$149K ﹤0.01%
24,771
-186
5682
$149K ﹤0.01%
12,064
+1,959
5683
$148K ﹤0.01%
27,107
-28,725
5684
$148K ﹤0.01%
12,657
-11
5685
$148K ﹤0.01%
38,710
+7,375
5686
$148K ﹤0.01%
18,935
-19,570
5687
$147K ﹤0.01%
4,204
+256
5688
$147K ﹤0.01%
14,156
-250
5689
$147K ﹤0.01%
38,850
+325
5690
$147K ﹤0.01%
30,496
-15,924
5691
$146K ﹤0.01%
53,588
-42,759
5692
$146K ﹤0.01%
4,750
-9,389
5693
$146K ﹤0.01%
7,718
-7,067
5694
$146K ﹤0.01%
2,454
-189
5695
$146K ﹤0.01%
12,543
-362
5696
$145K ﹤0.01%
16,898
-1,979
5697
$145K ﹤0.01%
21,656
-10,144
5698
$145K ﹤0.01%
7,191
-5,100
5699
$145K ﹤0.01%
6,118
-3,460
5700
$144K ﹤0.01%
26,167
-199,281