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
3901
$831K ﹤0.01%
19,739
+17,236
3902
$831K ﹤0.01%
191,338
+2,812
3903
$829K ﹤0.01%
20,624
-26,005
3904
$828K ﹤0.01%
21,436
-6,964
3905
$825K ﹤0.01%
104,837
+22,133
3906
$825K ﹤0.01%
40,844
-127,227
3907
$824K ﹤0.01%
57,939
-19,421
3908
$823K ﹤0.01%
22,638
-19,297
3909
$821K ﹤0.01%
78,052
+70,152
3910
$818K ﹤0.01%
27,196
-82
3911
$817K ﹤0.01%
65,029
-17,706
3912
$816K ﹤0.01%
22,740
-873
3913
$815K ﹤0.01%
197,479
+54,414
3914
$815K ﹤0.01%
26,259
+8,012
3915
$813K ﹤0.01%
203,766
-9,768
3916
$812K ﹤0.01%
91,644
+61,028
3917
$806K ﹤0.01%
241,185
-31,542
3918
$806K ﹤0.01%
3,933
+2,979
3919
$803K ﹤0.01%
95,166
+1,438
3920
$802K ﹤0.01%
7,403
+1,947
3921
$802K ﹤0.01%
40,057
-3,865
3922
$800K ﹤0.01%
54,436
-6,894
3923
$797K ﹤0.01%
14,754
+3,793
3924
$796K ﹤0.01%
15,007
+10,400
3925
$793K ﹤0.01%
49,742
-15,314