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
5001
$130K ﹤0.01%
47,068
-6,500
5002
$129K ﹤0.01%
2,927
+1,266
5003
$128K ﹤0.01%
2,469
+82
5004
$128K ﹤0.01%
8,529
+4,381
5005
$128K ﹤0.01%
2,049
+732
5006
$127K ﹤0.01%
10,719
+1,141
5007
$127K ﹤0.01%
15,667
+3,418
5008
$127K ﹤0.01%
5,607
+2,693
5009
$126K ﹤0.01%
5,208
+2,034
5010
$126K ﹤0.01%
7,968
+3,618
5011
$126K ﹤0.01%
655
+131
5012
$126K ﹤0.01%
21,571
-1,429
5013
$126K ﹤0.01%
4,659
+146
5014
$126K ﹤0.01%
17,273
+2,745
5015
$126K ﹤0.01%
24,296
+11,024
5016
$125K ﹤0.01%
1,829
+701
5017
$125K ﹤0.01%
1,862
-4,808
5018
$125K ﹤0.01%
12,641
+2,261
5019
$124K ﹤0.01%
11,145
-903
5020
$124K ﹤0.01%
+4,856
5021
$124K ﹤0.01%
1,711
+18
5022
$124K ﹤0.01%
7,082
+1,719
5023
$124K ﹤0.01%
7,409
-1,200
5024
$124K ﹤0.01%
18,679
5025
$124K ﹤0.01%
17,396
-2,452