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
4951
$145K ﹤0.01%
5,725
+1,581
4952
$145K ﹤0.01%
21,822
+4,541
4953
$144K ﹤0.01%
9,993
+2,549
4954
$143K ﹤0.01%
880
-728
4955
$143K ﹤0.01%
6,711
+2,009
4956
$143K ﹤0.01%
11,231
-91,843
4957
$143K ﹤0.01%
20,374
+20,242
4958
$142K ﹤0.01%
5,719
+688
4959
$142K ﹤0.01%
20,250
+4,106
4960
$142K ﹤0.01%
9,707
+1,415
4961
$142K ﹤0.01%
1,584
-163
4962
$142K ﹤0.01%
133,413
+104,717
4963
$142K ﹤0.01%
909
+137
4964
$142K ﹤0.01%
1,586
+1,285
4965
$142K ﹤0.01%
15,062
+2,666
4966
$142K ﹤0.01%
24,821
-6,254
4967
$141K ﹤0.01%
5,005
+486
4968
$141K ﹤0.01%
26,151
+26
4969
$141K ﹤0.01%
+170
4970
$140K ﹤0.01%
21,279
-37,743
4971
$140K ﹤0.01%
14,553
+1,532
4972
$139K ﹤0.01%
6,694
-2,375
4973
$139K ﹤0.01%
14,671
-309
4974
$139K ﹤0.01%
1,780
4975
$139K ﹤0.01%
4,346
+3,717