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
5301
$69K ﹤0.01%
8,898
-461
5302
$68K ﹤0.01%
6,384
+2,652
5303
$68K ﹤0.01%
2,657
-190
5304
$68K ﹤0.01%
9,874
+4,951
5305
$68K ﹤0.01%
6,301
-522,690
5306
$68K ﹤0.01%
3,646
-2,999
5307
$68K ﹤0.01%
26,912
5308
$68K ﹤0.01%
7,494
5309
$68K ﹤0.01%
1,672
-1,326
5310
$68K ﹤0.01%
9,828
+3,976
5311
$68K ﹤0.01%
3,001
+1,119
5312
$68K ﹤0.01%
24
+16
5313
$68K ﹤0.01%
4,369
-829
5314
$67K ﹤0.01%
1,350
+305
5315
$67K ﹤0.01%
1,852
-12,809
5316
$67K ﹤0.01%
+2,540
5317
$67K ﹤0.01%
+2,532
5318
$67K ﹤0.01%
12,499
-645
5319
$67K ﹤0.01%
4,407
-84
5320
$67K ﹤0.01%
1,470
+478
5321
$67K ﹤0.01%
2,700
-1,720
5322
$67K ﹤0.01%
29,269
+19,031
5323
$67K ﹤0.01%
11,660
-34,869
5324
$66K ﹤0.01%
1,586
+570
5325
$66K ﹤0.01%
9,287
+283