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
4801
$189K ﹤0.01%
12,384
+5,379
4802
$188K ﹤0.01%
32,731
+7,692
4803
$188K ﹤0.01%
2,823
-1,641
4804
$187K ﹤0.01%
+1,350
4805
$187K ﹤0.01%
12,304
+2,603
4806
$187K ﹤0.01%
27,009
-13,950
4807
$187K ﹤0.01%
5,183
-13,009
4808
$186K ﹤0.01%
10,884
-29,610
4809
$186K ﹤0.01%
5,808
-1,751
4810
$186K ﹤0.01%
28,800
4811
$186K ﹤0.01%
16,375
-10,236
4812
$185K ﹤0.01%
5,339
+36
4813
$184K ﹤0.01%
+2,506
4814
$184K ﹤0.01%
54,610
+6,740
4815
$184K ﹤0.01%
16,364
+3,281
4816
$184K ﹤0.01%
13,761
+1,153
4817
$184K ﹤0.01%
4,730
-7,755
4818
$184K ﹤0.01%
2,957
-15,386
4819
$184K ﹤0.01%
5,690
-8,020
4820
$183K ﹤0.01%
6,993
+128
4821
$183K ﹤0.01%
20,003
-10,187
4822
$182K ﹤0.01%
5,406
-13,356
4823
$182K ﹤0.01%
20,921
-20,161
4824
$182K ﹤0.01%
10,076
+2,043
4825
$181K ﹤0.01%
77,201
-382,974