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
1
$18.1B 2.33%
136,551,580
-13,295,596
2
$15.7B 2.02%
70,380,508
-5,614,177
3
$15.3B 1.97%
220,933,625
+3,389,618
4
$12.6B 1.62%
77,371,420
-3,180,560
5
$10.2B 1.32%
40,444,140
+46,508
6
$9.91B 1.28%
26,519,057
-12,482,399
7
$9.24B 1.19%
77,638,225
+1,936,909
8
$9B 1.16%
37,321,729
+553,109
9
$7.51B 0.97%
21,236,153
-185,081
10
$6.91B 0.89%
146,379,176
+5,340,953
11
$6.79B 0.88%
19,766,074
-22,706,886
12
$6.64B 0.86%
48,545,066
+3,423,713
13
$6.63B 0.85%
52,209,351
-6,209,466
14
$6.45B 0.83%
58,527,924
+1,837,547
15
$6.25B 0.81%
71,312,620
-3,179,320
16
$5.96B 0.77%
61,330,762
+3,356,618
17
$5.91B 0.76%
26,998,781
+343,343
18
$5.76B 0.74%
62,987,551
+1,726,370
19
$5.7B 0.73%
15,171,748
-27,795,633
20
$5.68B 0.73%
91,501,560
-1,604,339
21
$5.3B 0.68%
27,011,395
-5,735,279
22
$5.16B 0.66%
32,772,289
-1,754,846
23
$4.94B 0.64%
18,591,519
+223,382
24
$4.75B 0.61%
17,377,360
-2,353,198
25
$4.65B 0.6%
40,960,372
-356,398