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
2701
$4.71M ﹤0.01%
666,497
+37,560
2702
$4.7M ﹤0.01%
181,324
-23,938
2703
$4.7M ﹤0.01%
531,455
+21,578
2704
$4.7M ﹤0.01%
1,281,642
-306,970
2705
$4.7M ﹤0.01%
102,413
-793
2706
$4.69M ﹤0.01%
59,241
-26,301
2707
$4.67M ﹤0.01%
158,640
+64,829
2708
$4.67M ﹤0.01%
107,096
+46,639
2709
$4.67M ﹤0.01%
46,280
-4,691
2710
$4.67M ﹤0.01%
177,367
+1,499
2711
$4.67M ﹤0.01%
47,430
+2,056
2712
$4.66M ﹤0.01%
140,058
-121,511
2713
$4.66M ﹤0.01%
347,824
+25,456
2714
$4.65M ﹤0.01%
156,019
+21,171
2715
$4.64M ﹤0.01%
87,985
+69,837
2716
$4.63M ﹤0.01%
731,696
+398,732
2717
$4.62M ﹤0.01%
100,920
+72,186
2718
$4.62M ﹤0.01%
55,700
+28,014
2719
$4.61M ﹤0.01%
258,236
-8,800
2720
$4.61M ﹤0.01%
416,969
-3,570,335
2721
$4.58M ﹤0.01%
867,672
-1,514,958
2722
$4.58M ﹤0.01%
329,246
-31,643
2723
$4.58M ﹤0.01%
869,870
-51,566
2724
$4.56M ﹤0.01%
642,072
+352,850
2725
$4.55M ﹤0.01%
146,717
+86,458