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
4226
$494K ﹤0.01%
14,852
4227
$493K ﹤0.01%
44,277
-14,212
4228
$491K ﹤0.01%
7,521
+3,987
4229
$491K ﹤0.01%
17,717
+3,546
4230
$491K ﹤0.01%
15,795
+172
4231
$490K ﹤0.01%
18,927
+2,758
4232
$490K ﹤0.01%
235,691
+172,919
4233
$489K ﹤0.01%
101,412
-40,194
4234
$487K ﹤0.01%
+17,252
4235
$486K ﹤0.01%
36,380
-387
4236
$485K ﹤0.01%
20,027
-121,757
4237
$485K ﹤0.01%
10,871
-4,668
4238
$484K ﹤0.01%
19,501
-70,032
4239
$484K ﹤0.01%
54,067
-51,768
4240
$483K ﹤0.01%
64,377
-15,178
4241
$483K ﹤0.01%
24,821
+22,668
4242
$480K ﹤0.01%
249,999
+16,576
4243
$478K ﹤0.01%
47,170
+15,211
4244
$478K ﹤0.01%
73,260
+9,402
4245
$477K ﹤0.01%
6,746
+3,672
4246
$476K ﹤0.01%
15,945
-10,245
4247
$475K ﹤0.01%
17,362
+2,294
4248
$475K ﹤0.01%
25,404
+4,278
4249
$474K ﹤0.01%
32,383
+18,436
4250
$474K ﹤0.01%
16,465
+13,091