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
1801
$16.1M ﹤0.01%
287,738
+9,163
1802
$16.1M ﹤0.01%
268,212
-1,680
1803
$16.1M ﹤0.01%
1,111,799
-190,011
1804
$16M ﹤0.01%
404,559
-23,048
1805
$16M ﹤0.01%
403,775
-254,948
1806
$16M ﹤0.01%
157,671
+27,318
1807
$16M ﹤0.01%
318,601
-8,351
1808
$15.9M ﹤0.01%
474,108
-826,439
1809
$15.9M ﹤0.01%
478,003
+22,385
1810
$15.8M ﹤0.01%
269,493
+89,424
1811
$15.8M ﹤0.01%
203,736
-31,530
1812
$15.8M ﹤0.01%
957,313
+10,622
1813
$15.8M ﹤0.01%
290,440
+170,700
1814
$15.8M ﹤0.01%
157,003
-93,686
1815
$15.7M ﹤0.01%
503,029
+30,252
1816
$15.7M ﹤0.01%
+1,627,550
1817
$15.7M ﹤0.01%
193,172
+18,370
1818
$15.7M ﹤0.01%
561,573
+98,508
1819
$15.7M ﹤0.01%
282,532
-31,286
1820
$15.7M ﹤0.01%
453,966
-144,724
1821
$15.7M ﹤0.01%
263,446
+10,195
1822
$15.7M ﹤0.01%
691,919
-1,590
1823
$15.6M ﹤0.01%
144,088
-3,864
1824
$15.6M ﹤0.01%
234,929
-62,376
1825
$15.6M ﹤0.01%
127,131
+12,905