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
5151
$95K ﹤0.01%
17,695
-3,013
5152
$95K ﹤0.01%
4,799
-9,450
5153
$95K ﹤0.01%
8,038
+4,075
5154
$95K ﹤0.01%
2,807
+378
5155
$95K ﹤0.01%
3,603
+1,230
5156
$95K ﹤0.01%
26,497
+11,706
5157
$94K ﹤0.01%
29,512
-344,985
5158
$94K ﹤0.01%
15,238
-19,963
5159
$93K ﹤0.01%
21,000
-214
5160
$93K ﹤0.01%
3,580
+1,088
5161
$93K ﹤0.01%
3,526
-179
5162
$93K ﹤0.01%
9,807
+4,334
5163
$92K ﹤0.01%
1,787
-306
5164
$92K ﹤0.01%
2,634
-944
5165
$92K ﹤0.01%
13,604
-89,114
5166
$92K ﹤0.01%
6,656
-5,239
5167
$92K ﹤0.01%
16,374
+6,902
5168
$92K ﹤0.01%
36,938
+9,938
5169
$92K ﹤0.01%
17,355
+7,138
5170
$92K ﹤0.01%
2,783
-4,889
5171
$91K ﹤0.01%
57,123
+31,474
5172
$91K ﹤0.01%
1,378
+477
5173
$91K ﹤0.01%
13,591
+3,059
5174
$91K ﹤0.01%
6,025
+2,413
5175
$91K ﹤0.01%
3,762
-3