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
6276
$40K ﹤0.01%
901
6277
$40K ﹤0.01%
1,960
+1,221
6278
$40K ﹤0.01%
934
-16
6279
$40K ﹤0.01%
4,103
6280
$40K ﹤0.01%
16,891
-20,764
6281
$40K ﹤0.01%
2,846
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6282
$39K ﹤0.01%
1,794
+1,574
6283
$39K ﹤0.01%
806
6284
$39K ﹤0.01%
1,767
-85
6285
$39K ﹤0.01%
14,705
-36,402
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$39K ﹤0.01%
4,135
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6287
$39K ﹤0.01%
8
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6288
$39K ﹤0.01%
6,452
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6289
$39K ﹤0.01%
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$39K ﹤0.01%
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$39K ﹤0.01%
1,265
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$39K ﹤0.01%
802
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6293
$38K ﹤0.01%
+100,000
6294
$38K ﹤0.01%
+2,904
6295
$38K ﹤0.01%
1,999
-2,624
6296
$38K ﹤0.01%
978
-138
6297
$38K ﹤0.01%
17,489
-15,683
6298
$38K ﹤0.01%
4,579
-2,299
6299
$38K ﹤0.01%
873
+582
6300
$38K ﹤0.01%
2,790
-1,495