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
$715B
AUM Growth
+$25.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,771
New
Increased
Reduced
Closed

Top Sells

1 +$10.4B
2 +$7.8B
3 +$4.67B
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.84B
5
AAPL icon
Apple
AAPL
+$1.76B

Sector Composition

1 Technology 13.12%
2 Healthcare 8.06%
3 Financials 7.81%
4 Consumer Discretionary 6.47%
5 Industrials 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$6.25M ﹤0.01%
113,465
+6,866
2502
$6.22M ﹤0.01%
343,884
+16,602
2503
$6.22M ﹤0.01%
141,794
-145,981
2504
$6.22M ﹤0.01%
520,933
+39,217
2505
$6.21M ﹤0.01%
79,387
+7,133
2506
$6.18M ﹤0.01%
434,425
-180,927
2507
$6.17M ﹤0.01%
165,757
+9,868
2508
$6.16M ﹤0.01%
123,371
-92,956
2509
$6.16M ﹤0.01%
426,157
+6,030
2510
$6.14M ﹤0.01%
591,266
-40,944
2511
$6.13M ﹤0.01%
76,689
-239,474
2512
$6.13M ﹤0.01%
417,780
+62,245
2513
$6.13M ﹤0.01%
152,004
+9,142
2514
$6.13M ﹤0.01%
112,577
+53,676
2515
$6.11M ﹤0.01%
278,669
-85,567
2516
$6.11M ﹤0.01%
154,424
+93,315
2517
$6.11M ﹤0.01%
212,909
+4,632
2518
$6.11M ﹤0.01%
171,081
+104,611
2519
$6.11M ﹤0.01%
869,723
-540,386
2520
$6.1M ﹤0.01%
101,967
+17,082
2521
$6.08M ﹤0.01%
74,202
-11,817
2522
$6.05M ﹤0.01%
192,996
-105,147
2523
$6.05M ﹤0.01%
401,249
-58,631
2524
$6.05M ﹤0.01%
71,195
-421,552
2525
$6.05M ﹤0.01%
81,382
-1,697