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
4751
$207K ﹤0.01%
11,832
-3,052
4752
$207K ﹤0.01%
4,850
+4,650
4753
$207K ﹤0.01%
7,872
-1,961
4754
$206K ﹤0.01%
7,614
-79,050
4755
$206K ﹤0.01%
5,299
-29,479
4756
$206K ﹤0.01%
9,573
+3,356
4757
$206K ﹤0.01%
15,075
+3,976
4758
$205K ﹤0.01%
8,937
+2,962
4759
$205K ﹤0.01%
8,811
+847
4760
$203K ﹤0.01%
1,832
-97
4761
$203K ﹤0.01%
+6,130
4762
$203K ﹤0.01%
7,448
-19,636
4763
$202K ﹤0.01%
31,239
+4,132
4764
$202K ﹤0.01%
16,713
+2,210
4765
$202K ﹤0.01%
7,986
-382
4766
$201K ﹤0.01%
13,242
+2,418
4767
$201K ﹤0.01%
19,342
+11,824
4768
$199K ﹤0.01%
16,972
+13,305
4769
$199K ﹤0.01%
8,082
-504
4770
$198K ﹤0.01%
32,237
-5,000
4771
$198K ﹤0.01%
5,472
+3,210
4772
$198K ﹤0.01%
11,094
-693
4773
$198K ﹤0.01%
7,477
4774
$197K ﹤0.01%
10,623
+2,461
4775
$197K ﹤0.01%
9,722
+5,181