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
4026
$676K ﹤0.01%
42,381
+3,830
4027
$675K ﹤0.01%
15,611
-2,141
4028
$674K ﹤0.01%
+25,276
4029
$671K ﹤0.01%
12,232
+469
4030
$671K ﹤0.01%
44,346
-6,069
4031
$670K ﹤0.01%
10,949
+2,464
4032
$669K ﹤0.01%
21,098
-839
4033
$669K ﹤0.01%
36,927
+3,732
4034
$668K ﹤0.01%
39,843
-44,433
4035
$668K ﹤0.01%
15,622
-3,789
4036
$666K ﹤0.01%
220
-588
4037
$665K ﹤0.01%
95,021
-72,042
4038
$665K ﹤0.01%
9,252
+2,529
4039
$664K ﹤0.01%
+73,770
4040
$662K ﹤0.01%
20,400
4041
$661K ﹤0.01%
95,994
-165,894
4042
$659K ﹤0.01%
31,142
-13,732
4043
$657K ﹤0.01%
42,011
+465
4044
$657K ﹤0.01%
33,962
-5,004
4045
$657K ﹤0.01%
15,270
+4,893
4046
$656K ﹤0.01%
89,082
+86,932
4047
$655K ﹤0.01%
19,692
+975
4048
$654K ﹤0.01%
42,075
+4,322
4049
$651K ﹤0.01%
+8,125
4050
$650K ﹤0.01%
17,549
+5,348