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
6001
$79K ﹤0.01%
2,040
+463
6002
$79K ﹤0.01%
1,514
+793
6003
$79K ﹤0.01%
5,818
+672
6004
$79K ﹤0.01%
1,246
-864
6005
$79K ﹤0.01%
4,376
-193
6006
$79K ﹤0.01%
+8,120
6007
$79K ﹤0.01%
8,000
6008
$79K ﹤0.01%
10,700
-431
6009
$78K ﹤0.01%
36,000
6010
$78K ﹤0.01%
3,474
6011
$78K ﹤0.01%
50,727
-21,932
6012
$78K ﹤0.01%
2,114
-3,265
6013
$77K ﹤0.01%
862
+805
6014
$77K ﹤0.01%
3,176
+2,876
6015
$77K ﹤0.01%
11,401
-1,183
6016
$77K ﹤0.01%
5,546
-5,162
6017
$76K ﹤0.01%
13,079
-63,811
6018
$76K ﹤0.01%
1,950
-4,567
6019
$76K ﹤0.01%
16,365
+238
6020
$76K ﹤0.01%
18,547
-55,782
6021
$75K ﹤0.01%
117
-155
6022
$75K ﹤0.01%
7,726
6023
$75K ﹤0.01%
1,035
-1,019
6024
$75K ﹤0.01%
4,166
+1,685
6025
$75K ﹤0.01%
2,596
-1,211