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
1301
$33.2M ﹤0.01%
7,265,581
-19,458,342
1302
$33.1M ﹤0.01%
2,093,001
+267,377
1303
$33.1M ﹤0.01%
3,156,832
+25,578
1304
$33M ﹤0.01%
751,823
-6,508
1305
$33M ﹤0.01%
724,006
+164,000
1306
$33M ﹤0.01%
1,395,169
+147,326
1307
$32.9M ﹤0.01%
511,359
-672,900
1308
$32.8M ﹤0.01%
184,639
-1,036,324
1309
$32.7M ﹤0.01%
894,062
-38,576
1310
$32.7M ﹤0.01%
210,357
-37,352
1311
$32.6M ﹤0.01%
612,486
+17,613
1312
$32.6M ﹤0.01%
278,727
+10,111
1313
$32.6M ﹤0.01%
559,848
+22,819
1314
$32.6M ﹤0.01%
315,131
+2,947
1315
$32.6M ﹤0.01%
236,927
-178,414
1316
$32.6M ﹤0.01%
1,535,177
+954,763
1317
$32.4M ﹤0.01%
1,722,656
+331,263
1318
$32.3M ﹤0.01%
963,781
-75,755
1319
$32.3M ﹤0.01%
1,506,770
+44,128
1320
$32.3M ﹤0.01%
969,248
+56,375
1321
$32.2M ﹤0.01%
405,624
-49,380
1322
$32.1M ﹤0.01%
1,372,103
+517,339
1323
$32M ﹤0.01%
1,256,690
+407,281
1324
$31.9M ﹤0.01%
690,335
-143
1325
$31.8M ﹤0.01%
1,147,280
+426,277