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
5326
$66K ﹤0.01%
1,898
+6
5327
$66K ﹤0.01%
8,854
+4,636
5328
$66K ﹤0.01%
18,285
-160
5329
$66K ﹤0.01%
+2,533
5330
$66K ﹤0.01%
+2,546
5331
$66K ﹤0.01%
+4,000
5332
$65K ﹤0.01%
3,350
-2
5333
$65K ﹤0.01%
1,962
-15,196
5334
$65K ﹤0.01%
5,208
-29,229
5335
$65K ﹤0.01%
+12,071
5336
$65K ﹤0.01%
4,978
5337
$65K ﹤0.01%
17,896
-169
5338
$65K ﹤0.01%
3,591
-3,311
5339
$65K ﹤0.01%
1,432
-217
5340
$64K ﹤0.01%
5,882
+181
5341
$64K ﹤0.01%
1,758
-27,815
5342
$64K ﹤0.01%
3,213
+1,527
5343
$64K ﹤0.01%
3,781
+1,716
5344
$64K ﹤0.01%
1,194
-9,085
5345
$64K ﹤0.01%
2,434
-451
5346
$64K ﹤0.01%
5,950
-335
5347
$64K ﹤0.01%
4,370
+1,000
5348
$63K ﹤0.01%
9,179
-773
5349
$63K ﹤0.01%
+959
5350
$63K ﹤0.01%
4,238
+2,609