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
3801
$967K ﹤0.01%
632,302
-127,914
3802
$967K ﹤0.01%
10,495
-9,681
3803
$965K ﹤0.01%
44,253
+27,140
3804
$965K ﹤0.01%
45,227
+8,179
3805
$964K ﹤0.01%
32,766
+3,315
3806
$963K ﹤0.01%
24,977
-596
3807
$962K ﹤0.01%
11,325
-483
3808
$962K ﹤0.01%
84,070
-21,116
3809
$962K ﹤0.01%
216,119
-6,631
3810
$961K ﹤0.01%
27,813
+856
3811
$959K ﹤0.01%
23,209
+7,375
3812
$957K ﹤0.01%
101,644
+69,209
3813
$956K ﹤0.01%
147,228
+147,216
3814
$955K ﹤0.01%
337
+248
3815
$951K ﹤0.01%
51,064
+468
3816
$948K ﹤0.01%
61,081
+6,879
3817
$948K ﹤0.01%
64,730
+30,546
3818
$948K ﹤0.01%
+70,000
3819
$947K ﹤0.01%
15,549
3820
$946K ﹤0.01%
107,823
+31,244
3821
$946K ﹤0.01%
+92,800
3822
$945K ﹤0.01%
36,397
+6,879
3823
$944K ﹤0.01%
29,725
-43,296
3824
$940K ﹤0.01%
34,290
+7,624
3825
$939K ﹤0.01%
34,778
-2,106