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
4201
$512K ﹤0.01%
7,069
-22
4202
$512K ﹤0.01%
6,781
+1,605
4203
$511K ﹤0.01%
37,955
+6,005
4204
$510K ﹤0.01%
23,346
-36,200
4205
$509K ﹤0.01%
16,277
+4,407
4206
$507K ﹤0.01%
19,507
+4,333
4207
$507K ﹤0.01%
33,875
+1,000
4208
$506K ﹤0.01%
32,540
+10,897
4209
$506K ﹤0.01%
15,856
+1,718
4210
$506K ﹤0.01%
12,394
-90,761
4211
$505K ﹤0.01%
5,342
-74
4212
$504K ﹤0.01%
+49,906
4213
$503K ﹤0.01%
20,238
+37
4214
$502K ﹤0.01%
19,149
+503
4215
$501K ﹤0.01%
12,669
+673
4216
$500K ﹤0.01%
28,792
-352
4217
$499K ﹤0.01%
48,158
+267
4218
$499K ﹤0.01%
69,564
-131,784
4219
$498K ﹤0.01%
12,415
+952
4220
$498K ﹤0.01%
17,594
-5,750
4221
$497K ﹤0.01%
10,851
+9,287
4222
$497K ﹤0.01%
56,147
-1,545,196
4223
$497K ﹤0.01%
18,047
+10,172
4224
$495K ﹤0.01%
12,310
+2,489
4225
$494K ﹤0.01%
174,886
+1,082