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
4326
$418K ﹤0.01%
10,605
-2,206
4327
$417K ﹤0.01%
2,617
-4,799
4328
$416K ﹤0.01%
1,879
-4,212
4329
$415K ﹤0.01%
23,193
-13,096
4330
$414K ﹤0.01%
10,774
+2,504
4331
$414K ﹤0.01%
26,783
+10,259
4332
$413K ﹤0.01%
2,244
-256
4333
$412K ﹤0.01%
25,927
+7,286
4334
$412K ﹤0.01%
54,556
4335
$411K ﹤0.01%
25,689
+25,492
4336
$410K ﹤0.01%
20,641
+3,490
4337
$410K ﹤0.01%
37,814
-20,590
4338
$410K ﹤0.01%
26,039
-1,285
4339
$410K ﹤0.01%
66,774
+44,138
4340
$409K ﹤0.01%
12,988
-2,692
4341
$409K ﹤0.01%
+7,809
4342
$409K ﹤0.01%
+12,682
4343
$408K ﹤0.01%
13,031
+4,228
4344
$407K ﹤0.01%
6,137
+1,949
4345
$407K ﹤0.01%
37,943
-19,396
4346
$406K ﹤0.01%
18,897
-48,525
4347
$405K ﹤0.01%
14,585
+4,933
4348
$405K ﹤0.01%
23,130
-25,520
4349
$404K ﹤0.01%
29,548
-40,431
4350
$403K ﹤0.01%
65,995
-5,938