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
3051
$2.89M ﹤0.01%
279,223
-654,950
3052
$2.88M ﹤0.01%
218,963
-71,805
3053
$2.88M ﹤0.01%
50,000
3054
$2.87M ﹤0.01%
109,838
-40,988
3055
$2.87M ﹤0.01%
14,627
+2,477
3056
$2.87M ﹤0.01%
70,910
-1,964
3057
$2.87M ﹤0.01%
27,426
-11,832
3058
$2.86M ﹤0.01%
294,429
+11,180
3059
$2.85M ﹤0.01%
356,894
+330,599
3060
$2.85M ﹤0.01%
315,891
-48,336
3061
$2.84M ﹤0.01%
102,457
-15,856
3062
$2.84M ﹤0.01%
163,054
-15,466
3063
$2.83M ﹤0.01%
136,058
-144,758
3064
$2.82M ﹤0.01%
164,092
+141,879
3065
$2.8M ﹤0.01%
106,502
+4,220
3066
$2.8M ﹤0.01%
137,382
+29,744
3067
$2.8M ﹤0.01%
207,545
+8,947
3068
$2.8M ﹤0.01%
+276,000
3069
$2.8M ﹤0.01%
245,528
-117,648
3070
$2.79M ﹤0.01%
189,139
-3,767
3071
$2.79M ﹤0.01%
639,423
-10,390
3072
$2.79M ﹤0.01%
39,705
+36,366
3073
$2.79M ﹤0.01%
146,710
+45,223
3074
$2.79M ﹤0.01%
87,005
+10,044
3075
$2.79M ﹤0.01%
49,019
+3,751