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
3251
$2.21M ﹤0.01%
154,701
+96
3252
$2.21M ﹤0.01%
52,293
-36,244
3253
$2.21M ﹤0.01%
176,734
+15,901
3254
$2.21M ﹤0.01%
211,010
+11,010
3255
$2.2M ﹤0.01%
257,445
-40,249
3256
$2.2M ﹤0.01%
39,516
+14,168
3257
$2.2M ﹤0.01%
96,275
+80,085
3258
$2.19M ﹤0.01%
47,825
+4,121
3259
$2.19M ﹤0.01%
+65,068
3260
$2.19M ﹤0.01%
27,031
+13,147
3261
$2.19M ﹤0.01%
98,588
+4,106
3262
$2.19M ﹤0.01%
+79,751
3263
$2.18M ﹤0.01%
153,075
+15,895
3264
$2.18M ﹤0.01%
805,566
+720,280
3265
$2.18M ﹤0.01%
176,301
+1,008
3266
$2.18M ﹤0.01%
77,431
-6,458
3267
$2.17M ﹤0.01%
52,897
+2,451
3268
$2.17M ﹤0.01%
81,034
-78,716
3269
$2.17M ﹤0.01%
41,349
+1,022
3270
$2.17M ﹤0.01%
256,201
-20,238
3271
$2.17M ﹤0.01%
65,907
+29,822
3272
$2.16M ﹤0.01%
38,254
+975
3273
$2.16M ﹤0.01%
41,420
+471
3274
$2.16M ﹤0.01%
50,157
-8,474
3275
$2.15M ﹤0.01%
261,185
-890,969