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
4051
$650K ﹤0.01%
7,082
-248,989
4052
$648K ﹤0.01%
227,271
+25,766
4053
$647K ﹤0.01%
19,785
-7,875
4054
$647K ﹤0.01%
22,471
-1,000
4055
$646K ﹤0.01%
35,682
+8,284
4056
$646K ﹤0.01%
32,808
-9,252
4057
$646K ﹤0.01%
42,794
+9,033
4058
$645K ﹤0.01%
57,966
-4,869
4059
$645K ﹤0.01%
15,925
+4,624
4060
$642K ﹤0.01%
47,770
-3,931
4061
$638K ﹤0.01%
23,783
+15,914
4062
$637K ﹤0.01%
41,524
-10,118
4063
$637K ﹤0.01%
28,521
+25,238
4064
$637K ﹤0.01%
33,625
+175
4065
$633K ﹤0.01%
51,482
+2,389
4066
$633K ﹤0.01%
14,475
+1,352
4067
$631K ﹤0.01%
14,582
+13,422
4068
$630K ﹤0.01%
189,089
+3,258
4069
$629K ﹤0.01%
19,400
4070
$628K ﹤0.01%
56,704
+3,605
4071
$625K ﹤0.01%
73,628
+3,812
4072
$624K ﹤0.01%
48,254
+26,130
4073
$621K ﹤0.01%
24,309
+4,651
4074
$620K ﹤0.01%
61,161
+26,160
4075
$618K ﹤0.01%
+35,060