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
4251
$474K ﹤0.01%
70,227
+5,330
4252
$473K ﹤0.01%
15,314
+4,614
4253
$472K ﹤0.01%
39,225
+3,622
4254
$472K ﹤0.01%
32,762
-17,103
4255
$470K ﹤0.01%
10,587
-5,764
4256
$469K ﹤0.01%
12,584
-170
4257
$469K ﹤0.01%
28,933
+12,916
4258
$468K ﹤0.01%
40,090
-6,100
4259
$467K ﹤0.01%
42,926
-4,552
4260
$466K ﹤0.01%
12,948
-4,890
4261
$466K ﹤0.01%
23,209
+4,428
4262
$466K ﹤0.01%
45,670
-46,959
4263
$465K ﹤0.01%
18,297
+3,824
4264
$464K ﹤0.01%
20,359
-12,698
4265
$464K ﹤0.01%
69,626
-1,609
4266
$464K ﹤0.01%
31,852
+30,272
4267
$463K ﹤0.01%
18,306
+5,019
4268
$462K ﹤0.01%
26,152
-245,052
4269
$462K ﹤0.01%
27,303
-17,185
4270
$461K ﹤0.01%
48,155
-2,937
4271
$460K ﹤0.01%
+9,544
4272
$459K ﹤0.01%
18,366
+13,578
4273
$458K ﹤0.01%
24,326
+4,293
4274
$458K ﹤0.01%
8,718
+2,202
4275
$456K ﹤0.01%
23,868
-1,038