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
5726
$139K ﹤0.01%
30,614
-10,768
5727
$138K ﹤0.01%
33,183
-29,779
5728
$138K ﹤0.01%
1,514
+47
5729
$138K ﹤0.01%
1,380
-334
5730
$138K ﹤0.01%
15,442
+10,498
5731
$138K ﹤0.01%
4,205
+20
5732
$137K ﹤0.01%
6,498
+4,293
5733
$137K ﹤0.01%
+8,002
5734
$137K ﹤0.01%
+4,458
5735
$137K ﹤0.01%
47,337
-6,055
5736
$137K ﹤0.01%
4,284
+3,816
5737
$136K ﹤0.01%
3,110
+586
5738
$136K ﹤0.01%
42,586
-17,678
5739
$136K ﹤0.01%
11,729
-27,648
5740
$135K ﹤0.01%
+8,845
5741
$135K ﹤0.01%
1,070
-5,300
5742
$135K ﹤0.01%
18,094
-21,906
5743
$135K ﹤0.01%
31,252
+1,021
5744
$135K ﹤0.01%
25,367
+1,842
5745
$134K ﹤0.01%
6,344
-377
5746
$134K ﹤0.01%
10,832
-11,640
5747
$134K ﹤0.01%
1,775
+1,722
5748
$134K ﹤0.01%
5,750
5749
$134K ﹤0.01%
6,090
+65
5750
$134K ﹤0.01%
6,080
+2,925