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
476
$208M 0.03%
914,363
-96,249
477
$207M 0.03%
721,504
-28,335
478
$206M 0.03%
2,538,744
+176,692
479
$206M 0.03%
1,398,762
-202,553
480
$206M 0.03%
2,399,382
-651,483
481
$204M 0.03%
5,023,817
+4,857,448
482
$204M 0.03%
1,333,247
-49,065
483
$203M 0.03%
10,730,911
-5,987,607
484
$203M 0.03%
6,039,771
+176,871
485
$200M 0.03%
9,986,136
-12,846,560
486
$199M 0.03%
3,522,208
-10,668,246
487
$198M 0.03%
2,099,390
+192,562
488
$195M 0.03%
1,649,439
+50,740
489
$195M 0.03%
1,625,300
-24,520
490
$195M 0.03%
1,286,020
-82,021
491
$194M 0.02%
1,274,298
+205,836
492
$193M 0.02%
2,214,361
-543,956
493
$193M 0.02%
3,023,418
-1,852,035
494
$192M 0.02%
2,764,466
+747,109
495
$192M 0.02%
2,632,582
+222,869
496
$191M 0.02%
1,906,169
-242,517
497
$191M 0.02%
2,613,374
+7,870
498
$189M 0.02%
600,836
+93,299
499
$188M 0.02%
3,395,142
-161,797
500
$188M 0.02%
1,949,105
-2,255,250