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
4076
$617K ﹤0.01%
21,223
+5,103
4077
$617K ﹤0.01%
18,082
+4,297
4078
$616K ﹤0.01%
34,186
+21,227
4079
$616K ﹤0.01%
33,990
+9,624
4080
$615K ﹤0.01%
21,059
-86,323
4081
$613K ﹤0.01%
7,110
-1,400
4082
$613K ﹤0.01%
28,354
+4,629
4083
$612K ﹤0.01%
69,924
+296
4084
$612K ﹤0.01%
11,671
+6,604
4085
$612K ﹤0.01%
39,354
-454
4086
$611K ﹤0.01%
25,139
+4,852
4087
$610K ﹤0.01%
11,267
+4,403
4088
$610K ﹤0.01%
57,471
+26,579
4089
$609K ﹤0.01%
17,223
+3,714
4090
$609K ﹤0.01%
32,348
+2,514
4091
$608K ﹤0.01%
3,082
+1,601
4092
$607K ﹤0.01%
30,086
-4,757
4093
$607K ﹤0.01%
64,104
+3,584
4094
$604K ﹤0.01%
24,792
-360,717
4095
$604K ﹤0.01%
49,576
-938
4096
$604K ﹤0.01%
38,286
+10,142
4097
$603K ﹤0.01%
59,626
+3,402
4098
$602K ﹤0.01%
18,694
+1,547
4099
$602K ﹤0.01%
12,228
+284
4100
$600K ﹤0.01%
110,689
-10,070