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
4726
$213K ﹤0.01%
3,125
+549
4727
$213K ﹤0.01%
47,806
-22,807
4728
$213K ﹤0.01%
5,975
-2,210
4729
$213K ﹤0.01%
10,110
+3,996
4730
$213K ﹤0.01%
18,039
+3,281
4731
$212K ﹤0.01%
7,250
-880
4732
$212K ﹤0.01%
2,318
+795
4733
$211K ﹤0.01%
15,958
-5,125
4734
$211K ﹤0.01%
8,262
-3,899
4735
$211K ﹤0.01%
31,717
-22
4736
$211K ﹤0.01%
6,977
+1,260
4737
$211K ﹤0.01%
26,542
+3,962
4738
$211K ﹤0.01%
15,081
-12,748
4739
$210K ﹤0.01%
15,081
+3,335
4740
$210K ﹤0.01%
20,235
-15,869
4741
$210K ﹤0.01%
15,567
-650
4742
$210K ﹤0.01%
16,011
-3,000
4743
$209K ﹤0.01%
19,541
+2,572
4744
$209K ﹤0.01%
+4,403
4745
$209K ﹤0.01%
33,272
-832
4746
$208K ﹤0.01%
74,082
-35,574
4747
$208K ﹤0.01%
6,925
-27,101
4748
$208K ﹤0.01%
79,394
+76,536
4749
$208K ﹤0.01%
17,762
-43,034
4750
$207K ﹤0.01%
10,143
+2,430