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
4651
$244K ﹤0.01%
33,837
+6,549
4652
$244K ﹤0.01%
2,421
+996
4653
$243K ﹤0.01%
12,595
+4,566
4654
$243K ﹤0.01%
23,143
+5,227
4655
$242K ﹤0.01%
80,793
+14,517
4656
$242K ﹤0.01%
14,731
+6,655
4657
$242K ﹤0.01%
15,341
-8,446
4658
$241K ﹤0.01%
11,475
-20,198
4659
$240K ﹤0.01%
14,465
+6,545
4660
$239K ﹤0.01%
7,257
-1,262
4661
$238K ﹤0.01%
22,294
-5,300
4662
$238K ﹤0.01%
20,424
-1,939
4663
$238K ﹤0.01%
8,200
+2,300
4664
$237K ﹤0.01%
+344
4665
$237K ﹤0.01%
8,145
+94
4666
$237K ﹤0.01%
7,793
+1,881
4667
$236K ﹤0.01%
12,584
-1,142
4668
$236K ﹤0.01%
3,804
+1,357
4669
$236K ﹤0.01%
39,658
-247,256
4670
$236K ﹤0.01%
4,784
-128
4671
$236K ﹤0.01%
32,308
-21,771
4672
$235K ﹤0.01%
37,623
+12,195
4673
$235K ﹤0.01%
49,078
+1,843
4674
$233K ﹤0.01%
31,337
+4,697
4675
$233K ﹤0.01%
119,013
-2,505