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
3201
$2.36M ﹤0.01%
85,647
-5,760
3202
$2.36M ﹤0.01%
272,920
-145,308
3203
$2.35M ﹤0.01%
17,877
+10,464
3204
$2.34M ﹤0.01%
107,379
-72,837
3205
$2.34M ﹤0.01%
21,308
+3,910
3206
$2.34M ﹤0.01%
72,426
+21,600
3207
$2.34M ﹤0.01%
45,084
-20,141
3208
$2.33M ﹤0.01%
132,730
+82,340
3209
$2.33M ﹤0.01%
202,157
-186,727
3210
$2.33M ﹤0.01%
51,235
+8,938
3211
$2.33M ﹤0.01%
94,569
+13,664
3212
$2.32M ﹤0.01%
41,811
-1,786
3213
$2.32M ﹤0.01%
180,877
+14,506
3214
$2.32M ﹤0.01%
169,196
+2,178
3215
$2.31M ﹤0.01%
286,505
+25,956
3216
$2.31M ﹤0.01%
85,037
-217
3217
$2.31M ﹤0.01%
104,791
-8,829
3218
$2.31M ﹤0.01%
47,572
-4,344
3219
$2.31M ﹤0.01%
184,254
+58,183
3220
$2.31M ﹤0.01%
43,812
-53,557
3221
$2.31M ﹤0.01%
73,530
-42,661
3222
$2.31M ﹤0.01%
392,870
+3,710
3223
$2.3M ﹤0.01%
88,586
+36,617
3224
$2.3M ﹤0.01%
144,997
+1,460
3225
$2.29M ﹤0.01%
424,545
+20,858