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
1201
$38.7M 0.01%
8,910,751
-4,744,144
1202
$38.6M 0.01%
384,151
-14,514
1203
$38.5M 0.01%
616,947
-126,269
1204
$38.5M 0.01%
928,784
+31,012
1205
$38.3M ﹤0.01%
2,262,823
+336,413
1206
$38.3M ﹤0.01%
779,566
+520,467
1207
$38.2M ﹤0.01%
392,242
+107,854
1208
$38.1M ﹤0.01%
378,200
+198,950
1209
$37.9M ﹤0.01%
402,685
+13,536
1210
$37.8M ﹤0.01%
1,924,848
-2,337,637
1211
$37.8M ﹤0.01%
315,220
+46,116
1212
$37.7M ﹤0.01%
2,415,465
+174,996
1213
$37.6M ﹤0.01%
478,551
-1,114
1214
$37.6M ﹤0.01%
343,123
+32,921
1215
$37.6M ﹤0.01%
878,823
+19,808
1216
$37.5M ﹤0.01%
677,057
+161,840
1217
$37.5M ﹤0.01%
1,312,461
-249,871
1218
$37.3M ﹤0.01%
746,718
-1,066,452
1219
$37.3M ﹤0.01%
502,745
-91,581
1220
$37.2M ﹤0.01%
730,491
+19,271
1221
$37.1M ﹤0.01%
1,536,910
+955,982
1222
$37.1M ﹤0.01%
1,612,868
-331,772
1223
$37M ﹤0.01%
716,795
+150,407
1224
$36.8M ﹤0.01%
441,122
+94,350
1225
$36.8M ﹤0.01%
159,041
-8,821