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
4601
$263K ﹤0.01%
25,594
+3,283
4602
$263K ﹤0.01%
19,719
+5,563
4603
$263K ﹤0.01%
19,296
-625
4604
$263K ﹤0.01%
22,541
-194
4605
$263K ﹤0.01%
33,297
-5,370
4606
$262K ﹤0.01%
12,375
+1,575
4607
$262K ﹤0.01%
2,295
-13,000
4608
$262K ﹤0.01%
8,854
+2,340
4609
$262K ﹤0.01%
10,377
-1,303
4610
$260K ﹤0.01%
59,160
-59,702
4611
$260K ﹤0.01%
21,741
-4,456
4612
$260K ﹤0.01%
29,780
+29,779
4613
$260K ﹤0.01%
69,904
-10,905
4614
$260K ﹤0.01%
940
+244
4615
$260K ﹤0.01%
15,871
+1,856
4616
$259K ﹤0.01%
4,297
-969
4617
$259K ﹤0.01%
13,217
-6,651
4618
$258K ﹤0.01%
1,564
-2,842
4619
$257K ﹤0.01%
21,019
-2,221
4620
$257K ﹤0.01%
34,152
+4,876
4621
$256K ﹤0.01%
5,096
-1,565
4622
$256K ﹤0.01%
16,406
-413
4623
$256K ﹤0.01%
5,363
-1,065
4624
$255K ﹤0.01%
15,395
-17,390
4625
$254K ﹤0.01%
10,168
+2,900