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
951
$60.7M 0.01%
545,588
-36,070
952
$60.6M 0.01%
2,213,693
+683,630
953
$60.5M 0.01%
334,973
-59,781
954
$60.4M 0.01%
3,708,825
+507,854
955
$60.3M 0.01%
620,641
-88,061
956
$60.2M 0.01%
628,129
+204,046
957
$60.2M 0.01%
278,198
-36,325
958
$60M 0.01%
363,425
+93,054
959
$59.8M 0.01%
435,784
-55,994
960
$59.7M 0.01%
563,906
-718,823
961
$59.5M 0.01%
2,077,563
+250,255
962
$59.3M 0.01%
6,852,812
-363,129
963
$59.2M 0.01%
6,271,542
+196,704
964
$59.2M 0.01%
1,098,391
-75,969
965
$59.1M 0.01%
1,548,507
-447,967
966
$59.1M 0.01%
1,465,538
-367,777
967
$59M 0.01%
1,735,491
+14,108
968
$58.9M 0.01%
276,994
-77,382
969
$58.9M 0.01%
633,957
+166,626
970
$58.9M 0.01%
276,768
-147,339
971
$58.9M 0.01%
1,160,705
+91,279
972
$58.8M 0.01%
802,847
+25,169
973
$58.6M 0.01%
390,878
+282,821
974
$58.6M 0.01%
462,232
+32,936
975
$58.5M 0.01%
2,098,970
+37,175