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
7101
$1K ﹤0.01%
100
-1
7102
$1K ﹤0.01%
29
-71,428
7103
$1K ﹤0.01%
174
-19,616
7104
$1K ﹤0.01%
878
-1,122
7105
$1K ﹤0.01%
140
+130
7106
$1K ﹤0.01%
+100
7107
$1K ﹤0.01%
200
-20,150
7108
$1K ﹤0.01%
44
7109
$1K ﹤0.01%
839
-121
7110
$1K ﹤0.01%
+162
7111
$1K ﹤0.01%
1,010
+10
7112
$1K ﹤0.01%
2,175
+300
7113
$1K ﹤0.01%
1,666
7114
$1K ﹤0.01%
123
-7
7115
$1K ﹤0.01%
7,681
7116
$1K ﹤0.01%
862
-3,835
7117
$1K ﹤0.01%
1,250
7118
$1K ﹤0.01%
2,550
7119
$1K ﹤0.01%
1,722
-5,201
7120
$1K ﹤0.01%
675
7121
$1K ﹤0.01%
5,800
7122
$1K ﹤0.01%
1,000
-13,519
7123
$1K ﹤0.01%
92
-217
7124
$1K ﹤0.01%
84
-408
7125
$1K ﹤0.01%
1,263