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
3876
$869K ﹤0.01%
21,747
+1,477
3877
$865K ﹤0.01%
14,462
-42,793
3878
$863K ﹤0.01%
8,128
-84,151
3879
$863K ﹤0.01%
131,462
+15,315
3880
$861K ﹤0.01%
22,098
+19,298
3881
$859K ﹤0.01%
80,282
+11,373
3882
$857K ﹤0.01%
49,539
+1,382
3883
$854K ﹤0.01%
31,197
-15,559
3884
$854K ﹤0.01%
90,426
-50,350
3885
$853K ﹤0.01%
27,387
+5,970
3886
$852K ﹤0.01%
123,550
-1,162
3887
$851K ﹤0.01%
6,619
+1,096
3888
$850K ﹤0.01%
22,241
-941
3889
$849K ﹤0.01%
44,610
-28
3890
$849K ﹤0.01%
17,760
-17,777
3891
$848K ﹤0.01%
56,934
-14,685
3892
$847K ﹤0.01%
28,852
+9,866
3893
$843K ﹤0.01%
29,067
+8,257
3894
$841K ﹤0.01%
29,784
+2
3895
$840K ﹤0.01%
36,634
-57,660
3896
$839K ﹤0.01%
28,172
-1,345
3897
$837K ﹤0.01%
42,786
+5,492
3898
$836K ﹤0.01%
+25,961
3899
$835K ﹤0.01%
57,265
+8,498
3900
$833K ﹤0.01%
197,939
-18,834