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
4126
$579K ﹤0.01%
35,116
-371,125
4127
$579K ﹤0.01%
8,898
-213,122
4128
$579K ﹤0.01%
39,053
+23,245
4129
$579K ﹤0.01%
63,980
-4,377
4130
$575K ﹤0.01%
53,981
-21,323
4131
$574K ﹤0.01%
47,364
+4,848
4132
$573K ﹤0.01%
72,579
-1,132
4133
$572K ﹤0.01%
346,578
-5,986
4134
$570K ﹤0.01%
69,156
+1,448
4135
$569K ﹤0.01%
+19,238
4136
$569K ﹤0.01%
6,995
+529
4137
$569K ﹤0.01%
20,382
+6,344
4138
$567K ﹤0.01%
13,098
+4,516
4139
$567K ﹤0.01%
46,237
+2,376
4140
$567K ﹤0.01%
5,208
-802
4141
$566K ﹤0.01%
5,532
+1,238
4142
$565K ﹤0.01%
14,573
-27,254
4143
$565K ﹤0.01%
9,099
-3,175
4144
$565K ﹤0.01%
+54,116
4145
$564K ﹤0.01%
10,787
-3,984
4146
$563K ﹤0.01%
3,769
-1,145
4147
$563K ﹤0.01%
30,608
+10,632
4148
$563K ﹤0.01%
28,778
-24,516
4149
$563K ﹤0.01%
30,593
-17,197
4150
$561K ﹤0.01%
16,514
-948