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
4276
$456K ﹤0.01%
23,166
-2,464
4277
$455K ﹤0.01%
10,493
-13,994
4278
$454K ﹤0.01%
13,987
+4,996
4279
$453K ﹤0.01%
8,191
-451
4280
$453K ﹤0.01%
19,010
-1,292
4281
$452K ﹤0.01%
18,433
-12,314
4282
$450K ﹤0.01%
918
-2,931
4283
$450K ﹤0.01%
6,204
-189
4284
$450K ﹤0.01%
25,285
+6,979
4285
$450K ﹤0.01%
16,371
-67
4286
$448K ﹤0.01%
+275,879
4287
$447K ﹤0.01%
68,043
-141,975
4288
$447K ﹤0.01%
31,598
-1,218
4289
$446K ﹤0.01%
10,101
+191
4290
$445K ﹤0.01%
19,027
-26,774
4291
$445K ﹤0.01%
28,600
-45,231
4292
$444K ﹤0.01%
44,538
+12,152
4293
$444K ﹤0.01%
20,558
+7,873
4294
$443K ﹤0.01%
4,630
4295
$442K ﹤0.01%
514,011
-30,816
4296
$440K ﹤0.01%
+820
4297
$437K ﹤0.01%
53,561
-48,582
4298
$437K ﹤0.01%
52,068
-925
4299
$434K ﹤0.01%
34,230
+10,813
4300
$433K ﹤0.01%
103,109
+38,026