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
5776
$125K ﹤0.01%
10,791
-10,915
5777
$125K ﹤0.01%
17,836
-8,040
5778
$125K ﹤0.01%
3,118
+2,563
5779
$124K ﹤0.01%
5,136
-12,281
5780
$124K ﹤0.01%
12,242
+863
5781
$124K ﹤0.01%
5,614
-1,092
5782
$124K ﹤0.01%
1,344
-625
5783
$123K ﹤0.01%
11,343
+355
5784
$123K ﹤0.01%
19,699
-30,054
5785
$122K ﹤0.01%
15,125
-148,250
5786
$122K ﹤0.01%
15,065
-5,350
5787
$122K ﹤0.01%
6,213
+3,110
5788
$122K ﹤0.01%
6,732
-2,454
5789
$122K ﹤0.01%
9,596
-6,471
5790
$122K ﹤0.01%
12,401
-143
5791
$122K ﹤0.01%
7,987
+87
5792
$122K ﹤0.01%
23,599
+12,454
5793
$122K ﹤0.01%
3,066
+177
5794
$122K ﹤0.01%
49,492
+2,906
5795
$121K ﹤0.01%
7,163
-19,947
5796
$121K ﹤0.01%
4,088
+792
5797
$120K ﹤0.01%
4,724
-3,001
5798
$120K ﹤0.01%
13,874
+4,300
5799
$120K ﹤0.01%
13,358
-1,887
5800
$120K ﹤0.01%
46,841
+17,133