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
3226
$2.29M ﹤0.01%
201,171
+24,685
3227
$2.28M ﹤0.01%
81,351
+37,290
3228
$2.28M ﹤0.01%
21,995
-509
3229
$2.28M ﹤0.01%
82,799
+17,186
3230
$2.28M ﹤0.01%
195,938
-88,813
3231
$2.27M ﹤0.01%
73,921
-29,477
3232
$2.27M ﹤0.01%
36,641
-3,373
3233
$2.27M ﹤0.01%
79,282
-24,944
3234
$2.27M ﹤0.01%
63,170
+10,186
3235
$2.26M ﹤0.01%
52,143
+6,049
3236
$2.26M ﹤0.01%
112,409
-111,309
3237
$2.26M ﹤0.01%
75,287
+58,996
3238
$2.26M ﹤0.01%
310,836
-539
3239
$2.26M ﹤0.01%
78,909
-13,694
3240
$2.25M ﹤0.01%
21,881
+5,742
3241
$2.24M ﹤0.01%
53,736
-18,741
3242
$2.24M ﹤0.01%
24,519
+1,134
3243
$2.24M ﹤0.01%
241,129
+172,368
3244
$2.23M ﹤0.01%
106,928
+56,864
3245
$2.23M ﹤0.01%
12,200
+8,449
3246
$2.23M ﹤0.01%
92,694
-1,078
3247
$2.23M ﹤0.01%
359,000
+48,388
3248
$2.22M ﹤0.01%
+244,739
3249
$2.22M ﹤0.01%
158,245
-652
3250
$2.22M ﹤0.01%
109,006
-22,456