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
5126
$101K ﹤0.01%
57,170
+48,964
5127
$100K ﹤0.01%
3,161
-528
5128
$100K ﹤0.01%
4,700
-2,550
5129
$100K ﹤0.01%
2,275
+227
5130
$99K ﹤0.01%
2,827
+232
5131
$99K ﹤0.01%
2,539
-183
5132
$99K ﹤0.01%
7,050
-691
5133
$99K ﹤0.01%
+2,531
5134
$99K ﹤0.01%
812
+426
5135
$99K ﹤0.01%
19,388
+8,551
5136
$99K ﹤0.01%
3,853
-5,073
5137
$99K ﹤0.01%
7,514
-15,089
5138
$99K ﹤0.01%
6,882
+661
5139
$99K ﹤0.01%
12,908
+6,057
5140
$99K ﹤0.01%
22,560
+5,592
5141
$98K ﹤0.01%
15,351
-21,406
5142
$98K ﹤0.01%
+1,246
5143
$97K ﹤0.01%
4,600
+2,128
5144
$97K ﹤0.01%
3,230
+683
5145
$97K ﹤0.01%
5,005
+4,071
5146
$97K ﹤0.01%
13,774
+6,618
5147
$96K ﹤0.01%
9,748
+3,985
5148
$96K ﹤0.01%
16,736
-707
5149
$96K ﹤0.01%
13,366
-27,783
5150
$95K ﹤0.01%
9,593
+2,889