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
3976
$738K ﹤0.01%
33,546
+8,168
3977
$735K ﹤0.01%
17,537
-15,764
3978
$734K ﹤0.01%
93,373
+36,883
3979
$734K ﹤0.01%
34,441
-53,370
3980
$733K ﹤0.01%
76,189
-309,264
3981
$731K ﹤0.01%
11,463
-8,999
3982
$731K ﹤0.01%
31,211
-37
3983
$730K ﹤0.01%
22,963
+8,583
3984
$729K ﹤0.01%
19,916
-1,647
3985
$727K ﹤0.01%
118,785
+26,102
3986
$727K ﹤0.01%
50,354
+2,626
3987
$726K ﹤0.01%
66,808
-33,194
3988
$726K ﹤0.01%
45,280
-18
3989
$724K ﹤0.01%
32,010
+3,509
3990
$723K ﹤0.01%
49,758
+30,122
3991
$723K ﹤0.01%
58,604
+13,633
3992
$721K ﹤0.01%
8,147
-240
3993
$721K ﹤0.01%
6,336
-1,289
3994
$720K ﹤0.01%
49,965
-7,141
3995
$719K ﹤0.01%
21,732
+8,960
3996
$719K ﹤0.01%
74,325
+1,246
3997
$717K ﹤0.01%
146,726
+15,014
3998
$717K ﹤0.01%
23,349
+7,665
3999
$716K ﹤0.01%
28,112
+8,706
4000
$715K ﹤0.01%
136,569
+28,415