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
3076
$2.78M ﹤0.01%
186,061
+6,100
3077
$2.77M ﹤0.01%
213,765
-4,292
3078
$2.77M ﹤0.01%
26,385
-3,947
3079
$2.77M ﹤0.01%
182,626
+68,875
3080
$2.77M ﹤0.01%
159,358
+20,616
3081
$2.76M ﹤0.01%
158,234
-6,184
3082
$2.76M ﹤0.01%
38,565
+36,852
3083
$2.76M ﹤0.01%
47,345
-16,045
3084
$2.76M ﹤0.01%
89,749
-17,334
3085
$2.75M ﹤0.01%
+4,951
3086
$2.75M ﹤0.01%
2,500
+2,469
3087
$2.75M ﹤0.01%
72,287
+2,999
3088
$2.75M ﹤0.01%
46,121
-4,384
3089
$2.74M ﹤0.01%
109,951
+11,448
3090
$2.74M ﹤0.01%
200,532
+10,459
3091
$2.73M ﹤0.01%
42,665
+657
3092
$2.73M ﹤0.01%
43,504
+357
3093
$2.72M ﹤0.01%
59,860
-11,848
3094
$2.71M ﹤0.01%
154,723
-6,341
3095
$2.71M ﹤0.01%
168,537
+74,339
3096
$2.71M ﹤0.01%
54,443
-2,167
3097
$2.7M ﹤0.01%
119,547
+11,704
3098
$2.7M ﹤0.01%
230,466
+149,139
3099
$2.7M ﹤0.01%
35,522
-131
3100
$2.7M ﹤0.01%
93,010
+12,073