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
2626
$5.22M ﹤0.01%
+501,663
2627
$5.22M ﹤0.01%
235,239
+30,000
2628
$5.21M ﹤0.01%
230,261
-28,404
2629
$5.2M ﹤0.01%
220,220
-16,933
2630
$5.19M ﹤0.01%
59,487
+9,012
2631
$5.17M ﹤0.01%
426,946
+293,895
2632
$5.16M ﹤0.01%
200,000
2633
$5.16M ﹤0.01%
176,625
-4,826
2634
$5.16M ﹤0.01%
100,000
2635
$5.15M ﹤0.01%
202,895
-70,478
2636
$5.15M ﹤0.01%
125,138
+6,360
2637
$5.14M ﹤0.01%
77,419
+29,491
2638
$5.14M ﹤0.01%
116,826
-13,362
2639
$5.13M ﹤0.01%
127,734
+10,818
2640
$5.13M ﹤0.01%
168,874
-5,594
2641
$5.12M ﹤0.01%
263,387
-13,240
2642
$5.12M ﹤0.01%
150,812
-76,389
2643
$5.12M ﹤0.01%
181,613
+2,510
2644
$5.11M ﹤0.01%
100,908
+31,181
2645
$5.11M ﹤0.01%
240,000
-10,000
2646
$5.1M ﹤0.01%
214,806
+13,234
2647
$5.09M ﹤0.01%
313,965
-10,277
2648
$5.08M ﹤0.01%
135,056
-121,857
2649
$5.07M ﹤0.01%
66,057
-20,567
2650
$5.07M ﹤0.01%
732,939
+223,250