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
5701
$18K ﹤0.01%
14,483
+7,073
5702
$18K ﹤0.01%
1,540
-4,554
5703
$18K ﹤0.01%
2,449
+493
5704
$18K ﹤0.01%
5,034
+2,033
5705
$18K ﹤0.01%
1,200
5706
$17K ﹤0.01%
421
+309
5707
$17K ﹤0.01%
1,473
5708
$17K ﹤0.01%
+600
5709
$17K ﹤0.01%
655
+17
5710
$17K ﹤0.01%
1,572
+662
5711
$17K ﹤0.01%
3,526
+409
5712
$17K ﹤0.01%
3,450
+1,534
5713
$17K ﹤0.01%
4,939
+1,500
5714
$16K ﹤0.01%
5,181
-100
5715
$16K ﹤0.01%
1,020
-813
5716
$16K ﹤0.01%
570
5717
$16K ﹤0.01%
437
+21
5718
$16K ﹤0.01%
1,807
-6,704
5719
$16K ﹤0.01%
55
-160
5720
$16K ﹤0.01%
6,241
-246
5721
$16K ﹤0.01%
3,068
+2,106
5722
$16K ﹤0.01%
+352
5723
$16K ﹤0.01%
3
5724
$16K ﹤0.01%
9,000
-404
5725
$16K ﹤0.01%
583
+477