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
4476
$326K ﹤0.01%
32,170
+31,588
4477
$326K ﹤0.01%
16,474
+7,652
4478
$325K ﹤0.01%
14,663
-3,740
4479
$325K ﹤0.01%
16,636
-149,028
4480
$325K ﹤0.01%
1,429
+755
4481
$324K ﹤0.01%
43,877
+146
4482
$324K ﹤0.01%
33,978
-11,870
4483
$323K ﹤0.01%
18,170
+11,030
4484
$323K ﹤0.01%
11,537
-184
4485
$322K ﹤0.01%
1,143
-5,155
4486
$321K ﹤0.01%
5,377
-820
4487
$321K ﹤0.01%
94,108
-20,840
4488
$320K ﹤0.01%
6,526
+1,274
4489
$319K ﹤0.01%
17,806
+8,140
4490
$318K ﹤0.01%
37,436
-7,163
4491
$318K ﹤0.01%
10,442
-514
4492
$318K ﹤0.01%
19,750
-11,128
4493
$318K ﹤0.01%
123,184
-111,039
4494
$318K ﹤0.01%
85,821
-1,000
4495
$317K ﹤0.01%
7,846
+7,012
4496
$317K ﹤0.01%
76,359
-1,629,604
4497
$314K ﹤0.01%
7,446
-1,217
4498
$314K ﹤0.01%
38,525
-101,941
4499
$313K ﹤0.01%
8,329
-1,072
4500
$312K ﹤0.01%
39,400
+7,487