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
4001
$712K ﹤0.01%
193,261
+29,686
4002
$711K ﹤0.01%
25,940
+4,255
4003
$708K ﹤0.01%
3,483
-68
4004
$706K ﹤0.01%
71,569
-38,719
4005
$705K ﹤0.01%
17,163
-1,035
4006
$702K ﹤0.01%
79,196
+35,841
4007
$702K ﹤0.01%
70,970
-1,659
4008
$701K ﹤0.01%
31,458
+504
4009
$697K ﹤0.01%
11,485
-4,523
4010
$697K ﹤0.01%
273,150
-83,057
4011
$694K ﹤0.01%
54,371
-3,359
4012
$694K ﹤0.01%
25,899
-26,971
4013
$693K ﹤0.01%
49,273
+712
4014
$693K ﹤0.01%
71,096
-34,301
4015
$691K ﹤0.01%
58,798
-1,267
4016
$686K ﹤0.01%
67,699
-3,997
4017
$685K ﹤0.01%
19,390
+1,882
4018
$684K ﹤0.01%
23,398
-3,799
4019
$683K ﹤0.01%
10,304
-2,580
4020
$682K ﹤0.01%
76,930
+1,064
4021
$682K ﹤0.01%
28,409
-57
4022
$681K ﹤0.01%
1,944
-1,470
4023
$678K ﹤0.01%
50,408
-5,163
4024
$678K ﹤0.01%
62,481
-11,358
4025
$677K ﹤0.01%
11,749
+2,620