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
3951
$768K ﹤0.01%
31,957
+9,978
3952
$767K ﹤0.01%
32,732
-13,490
3953
$767K ﹤0.01%
149,050
+4,960
3954
$765K ﹤0.01%
72,402
+17,941
3955
$764K ﹤0.01%
106,591
-12,791
3956
$762K ﹤0.01%
62,533
-2,904
3957
$761K ﹤0.01%
+38,493
3958
$760K ﹤0.01%
24,810
-5,082
3959
$755K ﹤0.01%
150,289
+6,877
3960
$752K ﹤0.01%
18,154
-6,873
3961
$751K ﹤0.01%
130,642
+951
3962
$749K ﹤0.01%
30,847
+1,468
3963
$748K ﹤0.01%
66,184
-58,302
3964
$748K ﹤0.01%
7,791
+3,125
3965
$748K ﹤0.01%
144,054
-13,658
3966
$747K ﹤0.01%
50,642
+12,382
3967
$745K ﹤0.01%
10,031
-4,263
3968
$743K ﹤0.01%
9,102
+4,590
3969
$743K ﹤0.01%
11,695
-658
3970
$743K ﹤0.01%
84,611
+49,949
3971
$740K ﹤0.01%
67,124
+8,834
3972
$740K ﹤0.01%
60,508
+19
3973
$739K ﹤0.01%
25,392
+6,314
3974
$739K ﹤0.01%
64,866
-500
3975
$738K ﹤0.01%
2,001
-69