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
6701
$11K ﹤0.01%
+50,000
6702
$11K ﹤0.01%
20,000
6703
$11K ﹤0.01%
50,000
6704
$11K ﹤0.01%
17,895
6705
$11K ﹤0.01%
1,100
6706
$11K ﹤0.01%
1,174
-138,887
6707
$11K ﹤0.01%
50,000
6708
$11K ﹤0.01%
20,000
6709
$11K ﹤0.01%
893
+877
6710
$11K ﹤0.01%
33,333
6711
$11K ﹤0.01%
33,333
6712
$11K ﹤0.01%
4,350
-1,975
6713
$10K ﹤0.01%
3,525
-1,540
6714
$10K ﹤0.01%
1
-2
6715
$10K ﹤0.01%
+22
6716
$10K ﹤0.01%
315
+106
6717
$10K ﹤0.01%
1,420
-18
6718
$10K ﹤0.01%
350
-86,256
6719
$10K ﹤0.01%
1,139
6720
$10K ﹤0.01%
433
-1,792
6721
$10K ﹤0.01%
819
-8
6722
$10K ﹤0.01%
238
-454
6723
$10K ﹤0.01%
408
-199
6724
$10K ﹤0.01%
888
-81
6725
$10K ﹤0.01%
140
-259