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
5401
$55K ﹤0.01%
5,030
+2
5402
$55K ﹤0.01%
5,257
5403
$55K ﹤0.01%
+3,667
5404
$54K ﹤0.01%
+135
5405
$54K ﹤0.01%
2,053
+1,635
5406
$54K ﹤0.01%
3,621
+2,252
5407
$54K ﹤0.01%
5,036
-44
5408
$54K ﹤0.01%
26,600
+21,050
5409
$54K ﹤0.01%
2,533
-258
5410
$54K ﹤0.01%
9,190
-4,040
5411
$54K ﹤0.01%
3,391
-39,793
5412
$53K ﹤0.01%
+4,755
5413
$53K ﹤0.01%
3,646
5414
$53K ﹤0.01%
1,615
+1,085
5415
$53K ﹤0.01%
573
-7
5416
$53K ﹤0.01%
28
-273
5417
$53K ﹤0.01%
24,387
+19,115
5418
$53K ﹤0.01%
7,688
+2,474
5419
$53K ﹤0.01%
823
-562
5420
$52K ﹤0.01%
5,665
+3,506
5421
$52K ﹤0.01%
3,250
-221
5422
$52K ﹤0.01%
11,093
+4,223
5423
$52K ﹤0.01%
2,927
+1,131
5424
$52K ﹤0.01%
11,054
-5,620
5425
$52K ﹤0.01%
871