Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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
151
$995M 0.13%
6,464,745
-471,984
152
$969M 0.12%
2,308,616
+9,340
153
$959M 0.12%
8,321,086
-643,070
154
$955M 0.12%
10,253,105
-1,912,864
155
$947M 0.12%
2,493,315
-444,658
156
$947M 0.12%
7,707,333
+349,786
157
$940M 0.12%
10,922,292
+1,636,706
158
$937M 0.12%
10,238,443
+2,941,484
159
$934M 0.12%
30,879,771
-4,865,430
160
$934M 0.12%
68,325,463
+5,064,406
161
$926M 0.12%
9,810,302
+1,709,679
162
$920M 0.12%
10,834,391
+20,222
163
$915M 0.12%
24,144,871
+3,633,190
164
$905M 0.12%
3,810,251
-1,279,129
165
$898M 0.12%
4,150,607
-657,976
166
$892M 0.11%
32,362,363
-1,267,329
167
$890M 0.11%
5,980,421
-252,353
168
$885M 0.11%
9,497,538
-439,354
169
$877M 0.11%
5,997,669
-809,086
170
$846M 0.11%
29,318,976
+1,520,915
171
$842M 0.11%
3,192,861
-1,314,266
172
$835M 0.11%
5,901,022
-120,910
173
$834M 0.11%
3,058,947
-382,542
174
$825M 0.11%
1,498,827
-90,085
175
$820M 0.11%
5,165,077
+85,789