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
5026
$123K ﹤0.01%
4,514
+1,611
5027
$123K ﹤0.01%
13,678
5028
$123K ﹤0.01%
17,051
+5,389
5029
$122K ﹤0.01%
1,893
+625
5030
$122K ﹤0.01%
38,950
-238,166
5031
$122K ﹤0.01%
2,369
-48
5032
$122K ﹤0.01%
+808
5033
$122K ﹤0.01%
2,344
-13
5034
$122K ﹤0.01%
24,074
-579
5035
$121K ﹤0.01%
36,000
5036
$121K ﹤0.01%
7,066
+2,474
5037
$121K ﹤0.01%
+4,721
5038
$121K ﹤0.01%
6,313
+6,147
5039
$120K ﹤0.01%
8,188
-2,780
5040
$120K ﹤0.01%
5,683
-38,476
5041
$120K ﹤0.01%
50,165
-6,547
5042
$119K ﹤0.01%
22,345
-18,406
5043
$119K ﹤0.01%
4,956
+90
5044
$119K ﹤0.01%
3,258
+457
5045
$118K ﹤0.01%
4,100
-4,848
5046
$118K ﹤0.01%
7,359
+6,264
5047
$117K ﹤0.01%
1,310
5048
$117K ﹤0.01%
7,500
-13,906
5049
$117K ﹤0.01%
6,896
+2,005
5050
$117K ﹤0.01%
7,909
+14