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
4501
$312K ﹤0.01%
30,347
+25,340
4502
$312K ﹤0.01%
36,612
+7,156
4503
$312K ﹤0.01%
8,981
+1,315
4504
$312K ﹤0.01%
5,718
-12,769
4505
$311K ﹤0.01%
15,524
-3,140
4506
$310K ﹤0.01%
1,432
-593
4507
$310K ﹤0.01%
58,682
-32,549
4508
$310K ﹤0.01%
20,998
-566
4509
$309K ﹤0.01%
20,483
+388
4510
$307K ﹤0.01%
10,497
+143
4511
$307K ﹤0.01%
6,354
+1,585
4512
$307K ﹤0.01%
6,867
-148
4513
$307K ﹤0.01%
24,171
+5,660
4514
$307K ﹤0.01%
72,988
-48,696
4515
$306K ﹤0.01%
18,676
-48,715
4516
$305K ﹤0.01%
12,891
+5,436
4517
$305K ﹤0.01%
47,928
-160,030
4518
$305K ﹤0.01%
18,690
-25
4519
$305K ﹤0.01%
39,400
-20,343
4520
$304K ﹤0.01%
9,087
-1,100
4521
$304K ﹤0.01%
1,635
+211
4522
$304K ﹤0.01%
33,140
+7,183
4523
$303K ﹤0.01%
50,105
+4,649
4524
$303K ﹤0.01%
71,089
-20,713
4525
$303K ﹤0.01%
58,841
-542