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
4676
$233K ﹤0.01%
28,286
-10,663
4677
$233K ﹤0.01%
23,653
-147,847
4678
$232K ﹤0.01%
5,198
-2,515
4679
$232K ﹤0.01%
13,238
+2,921
4680
$232K ﹤0.01%
18,812
-1,700
4681
$232K ﹤0.01%
35,398
-5,105
4682
$231K ﹤0.01%
8,247
+1,999
4683
$231K ﹤0.01%
17,628
+6,636
4684
$231K ﹤0.01%
19,798
4685
$231K ﹤0.01%
16,506
+39
4686
$230K ﹤0.01%
14,952
+7,253
4687
$230K ﹤0.01%
15,353
+2,499
4688
$230K ﹤0.01%
5,610
-1,090
4689
$229K ﹤0.01%
4,474
-21,609
4690
$229K ﹤0.01%
9,499
+2,276
4691
$229K ﹤0.01%
34,809
+22,814
4692
$228K ﹤0.01%
18,600
-25,686
4693
$228K ﹤0.01%
+63,239
4694
$227K ﹤0.01%
10,590
-6,028
4695
$227K ﹤0.01%
22,732
4696
$226K ﹤0.01%
39,529
+2,020
4697
$226K ﹤0.01%
10,622
-7,416
4698
$225K ﹤0.01%
10,603
+581
4699
$224K ﹤0.01%
47,958
+2,546
4700
$224K ﹤0.01%
13,195
-3,428