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
3651
$1.2M ﹤0.01%
48,250
+8,340
3652
$1.2M ﹤0.01%
40,024
+39,238
3653
$1.2M ﹤0.01%
39,823
-228,397
3654
$1.2M ﹤0.01%
20,669
+4,096
3655
$1.19M ﹤0.01%
350,222
-220,951
3656
$1.19M ﹤0.01%
170,938
+6,018
3657
$1.19M ﹤0.01%
282,845
+39,098
3658
$1.19M ﹤0.01%
15,414
+870
3659
$1.19M ﹤0.01%
53,049
-5,798
3660
$1.18M ﹤0.01%
29,848
+14,229
3661
$1.18M ﹤0.01%
72,264
-6,385
3662
$1.18M ﹤0.01%
27,510
-8,097
3663
$1.18M ﹤0.01%
60,131
-60,886
3664
$1.18M ﹤0.01%
79,672
-19,388
3665
$1.18M ﹤0.01%
75,080
+28,680
3666
$1.18M ﹤0.01%
81,542
+28,387
3667
$1.18M ﹤0.01%
33,283
+2,568
3668
$1.17M ﹤0.01%
30,686
-5,577
3669
$1.17M ﹤0.01%
19,528
+3,015
3670
$1.17M ﹤0.01%
155,853
-832
3671
$1.17M ﹤0.01%
36,416
+8,312
3672
$1.17M ﹤0.01%
41,629
-1,869
3673
$1.17M ﹤0.01%
+93
3674
$1.17M ﹤0.01%
89,433
-22,376
3675
$1.17M ﹤0.01%
75,613
-7,975