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
1501
$23.7M ﹤0.01%
529,387
-71,678
1502
$23.7M ﹤0.01%
68,389
-9,846
1503
$23.6M ﹤0.01%
799,417
-1,533,285
1504
$23.5M ﹤0.01%
698,174
-223,898
1505
$23.5M ﹤0.01%
563,927
+357,883
1506
$23.5M ﹤0.01%
685,768
+3,044
1507
$23.5M ﹤0.01%
334,368
+184,862
1508
$23.5M ﹤0.01%
433,158
-1,363
1509
$23.5M ﹤0.01%
196,171
+10,558
1510
$23.4M ﹤0.01%
634,980
+132,887
1511
$23.3M ﹤0.01%
108,428
+2,321
1512
$23.3M ﹤0.01%
260,271
+15,323
1513
$23.3M ﹤0.01%
819,353
-50,343
1514
$23.3M ﹤0.01%
515,993
+32,615
1515
$23.2M ﹤0.01%
1,173,954
+2,978
1516
$23.2M ﹤0.01%
1,146,166
+775,920
1517
$23.2M ﹤0.01%
345,993
-17,447
1518
$23.1M ﹤0.01%
281,161
-2,532
1519
$23.1M ﹤0.01%
1,000,300
+150,411
1520
$23.1M ﹤0.01%
651,764
-137,991
1521
$23.1M ﹤0.01%
5,895,377
+642,154
1522
$23M ﹤0.01%
601,712
+32,087
1523
$23M ﹤0.01%
887,988
-64,372
1524
$22.9M ﹤0.01%
910,694
+19,932
1525
$22.9M ﹤0.01%
1,253,311
+5,164