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
4926
$151K ﹤0.01%
9,023
+2,729
4927
$150K ﹤0.01%
10,236
+1,379
4928
$150K ﹤0.01%
20,210
-493
4929
$150K ﹤0.01%
+5,047
4930
$150K ﹤0.01%
11,856
+2,101
4931
$150K ﹤0.01%
8,552
-4,378
4932
$149K ﹤0.01%
3,530
+433
4933
$149K ﹤0.01%
11,749
-1,567
4934
$149K ﹤0.01%
5,470
+1,386
4935
$149K ﹤0.01%
12,212
+1,632
4936
$149K ﹤0.01%
10,129
+217
4937
$148K ﹤0.01%
13,188
+1,814
4938
$148K ﹤0.01%
2,099
+1,121
4939
$147K ﹤0.01%
5,090
-10,639
4940
$147K ﹤0.01%
+254
4941
$147K ﹤0.01%
7,262
+2,915
4942
$147K ﹤0.01%
5,391
-54,046
4943
$146K ﹤0.01%
8,980
4944
$146K ﹤0.01%
+10,459
4945
$146K ﹤0.01%
21,752
-40,780
4946
$146K ﹤0.01%
16,380
-4,110
4947
$146K ﹤0.01%
11,718
+924
4948
$146K ﹤0.01%
7,956
+4,522
4949
$146K ﹤0.01%
9,505
+35
4950
$145K ﹤0.01%
8,776
-16,474