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
2051
$11.4M ﹤0.01%
702,898
-82,579
2052
$11.4M ﹤0.01%
791,698
-42,981
2053
$11.3M ﹤0.01%
462,323
-20,521
2054
$11.3M ﹤0.01%
230,490
-326,231
2055
$11.3M ﹤0.01%
156,794
+38,976
2056
$11.3M ﹤0.01%
354,436
+9,888
2057
$11.3M ﹤0.01%
142,301
+69,008
2058
$11.2M ﹤0.01%
378,310
+8,859
2059
$11.2M ﹤0.01%
78,684
-14,207
2060
$11.2M ﹤0.01%
482,205
+58,651
2061
$11.2M ﹤0.01%
250,351
-160,973
2062
$11.1M ﹤0.01%
434,024
-134,217
2063
$11.1M ﹤0.01%
742,038
+11,689
2064
$11.1M ﹤0.01%
245,998
-14,598
2065
$11.1M ﹤0.01%
499,743
-220,822
2066
$11.1M ﹤0.01%
214,893
+92,696
2067
$11M ﹤0.01%
353,810
+1,560
2068
$11M ﹤0.01%
867,995
-744,339
2069
$11M ﹤0.01%
158,792
+3,503
2070
$11M ﹤0.01%
239,426
-3,320
2071
$11M ﹤0.01%
75,307
+3,950
2072
$11M ﹤0.01%
152,226
-65,446
2073
$10.9M ﹤0.01%
1,363,537
-47,274
2074
$10.9M ﹤0.01%
90,807
-9,936
2075
$10.9M ﹤0.01%
127,571
-5,733