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
2601
$5.43M ﹤0.01%
353,816
-80,129
2602
$5.41M ﹤0.01%
242,936
+865
2603
$5.41M ﹤0.01%
725,859
-133,640
2604
$5.4M ﹤0.01%
231,719
-703,144
2605
$5.39M ﹤0.01%
156,085
-26,696
2606
$5.38M ﹤0.01%
280,169
-210,647
2607
$5.37M ﹤0.01%
+540,000
2608
$5.37M ﹤0.01%
31,655
+779
2609
$5.35M ﹤0.01%
225,487
-4,299
2610
$5.34M ﹤0.01%
57,437
-64,437
2611
$5.33M ﹤0.01%
100,847
+80,279
2612
$5.31M ﹤0.01%
122,851
+1,797
2613
$5.3M ﹤0.01%
94,383
+37,574
2614
$5.3M ﹤0.01%
144,163
-9,120
2615
$5.3M ﹤0.01%
257,747
-2,394
2616
$5.3M ﹤0.01%
100,388
-17,222
2617
$5.29M ﹤0.01%
143,895
+503
2618
$5.29M ﹤0.01%
184,010
+1,931
2619
$5.28M ﹤0.01%
55,070
+13,023
2620
$5.28M ﹤0.01%
142,324
-64,313
2621
$5.27M ﹤0.01%
346,946
+35,072
2622
$5.24M ﹤0.01%
813,005
-67,273
2623
$5.24M ﹤0.01%
241,946
+241,446
2624
$5.24M ﹤0.01%
375,448
+59,272
2625
$5.24M ﹤0.01%
239,059
+31,713