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
4176
$536K ﹤0.01%
61,099
-317,819
4177
$534K ﹤0.01%
111,195
-19,278
4178
$534K ﹤0.01%
30,159
-16,564
4179
$533K ﹤0.01%
21,005
-34,605
4180
$533K ﹤0.01%
26,975
-1,316
4181
$533K ﹤0.01%
4,081
+3,325
4182
$533K ﹤0.01%
7,207
+1,368
4183
$533K ﹤0.01%
50,001
4184
$530K ﹤0.01%
8,438
+5,238
4185
$530K ﹤0.01%
+40,655
4186
$527K ﹤0.01%
20,403
+1,938
4187
$527K ﹤0.01%
24,324
+1,851
4188
$527K ﹤0.01%
12,349
-11,671
4189
$526K ﹤0.01%
56,824
-19,170
4190
$525K ﹤0.01%
62,177
-2,043
4191
$525K ﹤0.01%
49,659
-2,449
4192
$523K ﹤0.01%
20,311
+6,955
4193
$523K ﹤0.01%
49,364
+1,851
4194
$522K ﹤0.01%
4,666
+3,424
4195
$521K ﹤0.01%
77,989
+18,671
4196
$519K ﹤0.01%
13,732
-4,707
4197
$518K ﹤0.01%
42,757
-49,604
4198
$516K ﹤0.01%
66,845
+28,296
4199
$515K ﹤0.01%
50,000
4200
$512K ﹤0.01%
13,943
+1,122