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
3826
$939K ﹤0.01%
18,331
-1,509
3827
$937K ﹤0.01%
22,084
-3,834
3828
$937K ﹤0.01%
28,115
+4,733
3829
$937K ﹤0.01%
+92,343
3830
$934K ﹤0.01%
11,360
+6,025
3831
$934K ﹤0.01%
65,938
-672
3832
$932K ﹤0.01%
34,935
-13,599
3833
$932K ﹤0.01%
118,988
+63,682
3834
$931K ﹤0.01%
38,520
+3,393
3835
$929K ﹤0.01%
17,916
-3,258
3836
$928K ﹤0.01%
68,258
-18,076
3837
$926K ﹤0.01%
8,219
-319
3838
$925K ﹤0.01%
21,629
-71,817
3839
$924K ﹤0.01%
192,570
+48,314
3840
$921K ﹤0.01%
26,826
-39,912
3841
$920K ﹤0.01%
52,434
-81,564
3842
$914K ﹤0.01%
+10,477
3843
$913K ﹤0.01%
70,450
+26,600
3844
$911K ﹤0.01%
138,685
+98,101
3845
$909K ﹤0.01%
57,117
+6,310
3846
$909K ﹤0.01%
90,746
-10,266
3847
$908K ﹤0.01%
36,907
-9,545
3848
$908K ﹤0.01%
63,271
+26,171
3849
$907K ﹤0.01%
64,900
-20,767
3850
$904K ﹤0.01%
47,213
-23,480