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
3026
$3M ﹤0.01%
212,788
-3,186
3027
$3M ﹤0.01%
110,039
-17,845
3028
$3M ﹤0.01%
56,949
-42,165
3029
$2.99M ﹤0.01%
104,652
-72,537
3030
$2.98M ﹤0.01%
41,123
+30,791
3031
$2.98M ﹤0.01%
202,244
-92,392
3032
$2.97M ﹤0.01%
25,917
+872
3033
$2.96M ﹤0.01%
124,301
-34,201
3034
$2.96M ﹤0.01%
227,716
+58,956
3035
$2.96M ﹤0.01%
153,147
-246,815
3036
$2.96M ﹤0.01%
302,525
-17,932
3037
$2.96M ﹤0.01%
354,196
+17,708
3038
$2.94M ﹤0.01%
174,909
+169,053
3039
$2.94M ﹤0.01%
67,395
-67,522
3040
$2.94M ﹤0.01%
49,044
+2,648
3041
$2.93M ﹤0.01%
218,131
+100,083
3042
$2.92M ﹤0.01%
68,845
-78,306
3043
$2.92M ﹤0.01%
247,542
+122,534
3044
$2.92M ﹤0.01%
139,802
-291,133
3045
$2.9M ﹤0.01%
268,790
-5,676
3046
$2.9M ﹤0.01%
226,271
+17,543
3047
$2.9M ﹤0.01%
134,345
-5,664
3048
$2.89M ﹤0.01%
50,000
3049
$2.89M ﹤0.01%
84,605
+59,546
3050
$2.89M ﹤0.01%
109,024
+230