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
4101
$600K ﹤0.01%
234,296
-9,327
4102
$599K ﹤0.01%
77,186
+5,079
4103
$594K ﹤0.01%
36,134
+2,216
4104
$594K ﹤0.01%
+43,721
4105
$593K ﹤0.01%
+14,192
4106
$593K ﹤0.01%
23,707
-18,834
4107
$593K ﹤0.01%
36,927
+568
4108
$592K ﹤0.01%
14,715
+8,216
4109
$591K ﹤0.01%
51,999
-39,788
4110
$590K ﹤0.01%
53,250
-13,879
4111
$589K ﹤0.01%
87,292
-781
4112
$589K ﹤0.01%
23,015
+5,916
4113
$589K ﹤0.01%
43,183
+2,214
4114
$588K ﹤0.01%
73,765
+10,831
4115
$587K ﹤0.01%
199,039
+23,298
4116
$585K ﹤0.01%
5,263
-1,869
4117
$585K ﹤0.01%
32,949
-6,986
4118
$584K ﹤0.01%
18,956
-3,360
4119
$583K ﹤0.01%
33,224
+3,907
4120
$583K ﹤0.01%
12,796
-17,738
4121
$583K ﹤0.01%
39,982
+5,029
4122
$583K ﹤0.01%
15,226
-1,166
4123
$581K ﹤0.01%
11,973
+2,051
4124
$579K ﹤0.01%
12,797
-11,480
4125
$579K ﹤0.01%
71,700
-10,890