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
7176
-5,200
7177
-634,999
7178
-320,948
7179
-17,182
7180
-1
7181
-12,303
7182
-1,811
7183
-1,269
7184
-118,871
7185
-2,506,768
7186
-100,000
7187
-32,550
7188
$0 ﹤0.01%
140
7189
$0 ﹤0.01%
1,000
7190
-10
7191
-100,000
7192
-3
7193
-66,543
7194
$0 ﹤0.01%
5
7195
$0 ﹤0.01%
19
7196
-5,342,009
7197
-11,815
7198
-910
7199
-4,345
7200
-5,836