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
6001
$2K ﹤0.01%
+2,700
6002
$2K ﹤0.01%
1,889
+389
6003
$2K ﹤0.01%
173
6004
$2K ﹤0.01%
18
-16
6005
0
6006
$2K ﹤0.01%
807
6007
$2K ﹤0.01%
168
6008
$2K ﹤0.01%
1,100
-1,216
6009
$2K ﹤0.01%
507
6010
$2K ﹤0.01%
+10
6011
$2K ﹤0.01%
51
+14
6012
$2K ﹤0.01%
75
6013
$2K ﹤0.01%
825
+808
6014
$2K ﹤0.01%
55
-83
6015
$2K ﹤0.01%
1,000
6016
$2K ﹤0.01%
+200
6017
$2K ﹤0.01%
+139
6018
$2K ﹤0.01%
+175
6019
$2K ﹤0.01%
726
6020
$2K ﹤0.01%
+103
6021
$2K ﹤0.01%
500
-3
6022
$2K ﹤0.01%
38
6023
$2K ﹤0.01%
444
+229
6024
$2K ﹤0.01%
61
-1,016
6025
$2K ﹤0.01%
701