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
201
$697M 0.09%
7,243,700
-3,295
202
$691M 0.09%
5,126,391
-494,161
203
$687M 0.09%
45,027,874
+2,195,126
204
$683M 0.09%
3,279,597
-152,532
205
$680M 0.09%
14,603,389
-3,779,720
206
$676M 0.09%
15,084,762
+463,474
207
$676M 0.09%
2,480,792
+1,075,058
208
$662M 0.09%
11,516,409
-1,198,044
209
$657M 0.08%
5,203,303
-131,084
210
$649M 0.08%
8,632,827
-766,733
211
$649M 0.08%
8,883,451
+746,294
212
$648M 0.08%
6,119,470
+97,547
213
$646M 0.08%
5,067,257
-124,895
214
$636M 0.08%
2,390,812
-87,309
215
$635M 0.08%
15,396,434
+512,595
216
$623M 0.08%
6,301,397
+272,767
217
$621M 0.08%
10,309,758
-247,988
218
$621M 0.08%
16,121,926
+834,731
219
$615M 0.08%
11,955,799
-479,222
220
$615M 0.08%
22,668,162
-8,387,882
221
$609M 0.08%
10,434,418
+338,237
222
$608M 0.08%
10,066,411
+7,272,634
223
$602M 0.08%
842,562
-59,297
224
$602M 0.08%
3,423,289
-112,830
225
$587M 0.08%
4,455,757
+1,023,074