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
7001
$2K ﹤0.01%
50
-150
7002
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101
-99
7003
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30
7004
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20
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7005
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1,009
-1,019
7006
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7007
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50
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7008
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803
-1,154
7009
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+56
7010
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+91
7011
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484
+134
7012
$2K ﹤0.01%
5,735
7013
$2K ﹤0.01%
1,666
-20,000
7014
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1,378
-384
7015
$2K ﹤0.01%
38
-114
7016
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416
-415
7017
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720
-10,774
7018
$2K ﹤0.01%
46
7019
$2K ﹤0.01%
200
-1,530
7020
$2K ﹤0.01%
10,063
7021
$2K ﹤0.01%
7,136
7022
$2K ﹤0.01%
6,200
7023
$2K ﹤0.01%
167
-710
7024
$2K ﹤0.01%
188
7025
$2K ﹤0.01%
2,166