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
4301
$433K ﹤0.01%
21,031
-4,841
4302
$432K ﹤0.01%
5,607
-1,410
4303
$431K ﹤0.01%
3,263
-29,924
4304
$431K ﹤0.01%
4,263
+750
4305
$431K ﹤0.01%
331,975
-35,659
4306
$430K ﹤0.01%
23,509
-2,722
4307
$430K ﹤0.01%
8,648
+3,783
4308
$429K ﹤0.01%
58,093
+10,947
4309
$429K ﹤0.01%
37,465
+3,937
4310
$428K ﹤0.01%
35,107
+4,996
4311
$428K ﹤0.01%
69,658
-21,792
4312
$427K ﹤0.01%
27,534
+3,119
4313
$426K ﹤0.01%
23,874
+4,942
4314
$426K ﹤0.01%
77
-334
4315
$424K ﹤0.01%
45,817
-6,315
4316
$423K ﹤0.01%
27,740
-770
4317
$422K ﹤0.01%
5,365
-59
4318
$421K ﹤0.01%
11,907
-2,805
4319
$421K ﹤0.01%
8,601
+2,619
4320
$420K ﹤0.01%
30,805
-29,029
4321
$420K ﹤0.01%
12,151
+3,443
4322
$419K ﹤0.01%
43,656
-219,573
4323
$419K ﹤0.01%
46,464
-12,365
4324
$419K ﹤0.01%
10,054
+2,176
4325
$419K ﹤0.01%
+40,226