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
5926
$94K ﹤0.01%
6,144
+5,158
5927
$93K ﹤0.01%
7,553
-16,978
5928
$93K ﹤0.01%
21,832
-33,937
5929
$93K ﹤0.01%
20,864
-2,868
5930
$93K ﹤0.01%
6,401
+101
5931
$93K ﹤0.01%
8,633
-2,045
5932
$93K ﹤0.01%
5,300
-23,325
5933
$93K ﹤0.01%
5,636
+5,452
5934
$92K ﹤0.01%
4,834
-227
5935
$92K ﹤0.01%
10,446
-2,892
5936
$92K ﹤0.01%
24,230
+8,886
5937
$92K ﹤0.01%
71,997
-6,822,659
5938
$92K ﹤0.01%
5,432
+2,730
5939
$92K ﹤0.01%
2,368
-844
5940
$91K ﹤0.01%
23,535
+18,650
5941
$91K ﹤0.01%
2,180
-3,162
5942
$91K ﹤0.01%
19,191
-8,601
5943
$90K ﹤0.01%
2,302
-302
5944
$90K ﹤0.01%
+133,333
5945
$89K ﹤0.01%
2,432
-92
5946
$89K ﹤0.01%
4,805
-71
5947
$89K ﹤0.01%
42,072
-192,120
5948
$89K ﹤0.01%
3,630
+640
5949
$88K ﹤0.01%
6,434
+2,812
5950
$88K ﹤0.01%
3,846
-3,350