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
6201
$48K ﹤0.01%
14,232
-137,618
6202
$48K ﹤0.01%
3,400
-8,000
6203
$48K ﹤0.01%
689
+288
6204
$48K ﹤0.01%
1,763
-456
6205
$48K ﹤0.01%
235
-142
6206
$47K ﹤0.01%
5,922
-3,179
6207
$47K ﹤0.01%
3,660
6208
$47K ﹤0.01%
2,000
6209
$47K ﹤0.01%
5,779
-4,688
6210
$47K ﹤0.01%
6,028
-1,855
6211
$47K ﹤0.01%
867
-1,344
6212
$47K ﹤0.01%
383
-320
6213
$47K ﹤0.01%
5,600
6214
$47K ﹤0.01%
+4,756
6215
$46K ﹤0.01%
6,000
6216
$46K ﹤0.01%
1,956
-465
6217
$46K ﹤0.01%
283
-23
6218
$46K ﹤0.01%
+7,125
6219
$46K ﹤0.01%
2,580
-1,658
6220
$46K ﹤0.01%
1,661
-1,619
6221
$46K ﹤0.01%
393
-650
6222
$45K ﹤0.01%
13,452
-9,818
6223
$45K ﹤0.01%
7,220
+4,955
6224
$45K ﹤0.01%
4,342
-1,825
6225
$45K ﹤0.01%
3,994
-106