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
6301
$38K ﹤0.01%
61,000
6302
$37K ﹤0.01%
1,600
-209
6303
$37K ﹤0.01%
700
-3
6304
$37K ﹤0.01%
11,000
-12
6305
$37K ﹤0.01%
125
-10,708
6306
$36K ﹤0.01%
1,620
-168
6307
$36K ﹤0.01%
19,166
-872
6308
$36K ﹤0.01%
3,616
6309
$36K ﹤0.01%
+4,351
6310
$35K ﹤0.01%
+2,582
6311
$35K ﹤0.01%
+21
6312
$35K ﹤0.01%
14,453
-12,588
6313
$35K ﹤0.01%
6,334
+4,118
6314
$35K ﹤0.01%
1,390
-189
6315
$35K ﹤0.01%
1,062
-1,674
6316
$35K ﹤0.01%
+15,210
6317
$35K ﹤0.01%
2,036
+2
6318
$35K ﹤0.01%
3,148
+127
6319
$35K ﹤0.01%
8,368
-12,930
6320
$35K ﹤0.01%
500
-371
6321
$35K ﹤0.01%
+4,231
6322
$35K ﹤0.01%
5,000
6323
$34K ﹤0.01%
4,967
+504
6324
$34K ﹤0.01%
2,000
-1,300
6325
$34K ﹤0.01%
2,300
+300