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
4826
$181K ﹤0.01%
15,292
+9,947
4827
$181K ﹤0.01%
1,051
+755
4828
$181K ﹤0.01%
15,003
-35,425
4829
$181K ﹤0.01%
9,375
+1,941
4830
$181K ﹤0.01%
5,564
+840
4831
$180K ﹤0.01%
21,945
-10,919
4832
$180K ﹤0.01%
5,525
+369
4833
$180K ﹤0.01%
33,501
-11,470
4834
$180K ﹤0.01%
22,789
+5,494
4835
$180K ﹤0.01%
24,835
-58,758
4836
$179K ﹤0.01%
30,103
+6,541
4837
$179K ﹤0.01%
4,799
-2,043
4838
$178K ﹤0.01%
39,796
-31,128
4839
$178K ﹤0.01%
2,303
-13,637
4840
$178K ﹤0.01%
27,221
+5,771
4841
$177K ﹤0.01%
4,298
+1,089
4842
$176K ﹤0.01%
6,784
+4,209
4843
$175K ﹤0.01%
13,708
+6,532
4844
$175K ﹤0.01%
18,611
-890
4845
$175K ﹤0.01%
3,422
+160
4846
$174K ﹤0.01%
8,969
-6,043
4847
$174K ﹤0.01%
6,639
+1,529
4848
$174K ﹤0.01%
11,001
+3,809
4849
$174K ﹤0.01%
+6,556
4850
$173K ﹤0.01%
11,506
+37