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
$795B
AUM Growth
+$34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,842
New
Increased
Reduced
Closed

Top Sells

1 +$6.33B
2 +$6.3B
3 +$4.35B
4
VTV icon
Vanguard Value ETF
VTV
+$4.34B
5
AAPL icon
Apple
AAPL
+$2.05B

Sector Composition

1 Technology 11.27%
2 Healthcare 8.46%
3 Financials 8.34%
4 Industrials 6.27%
5 Consumer Discretionary 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4126
$961K ﹤0.01%
66,768
+36,826
4127
$955K ﹤0.01%
9,453
-9
4128
$953K ﹤0.01%
157,824
-9,654
4129
$952K ﹤0.01%
59,742
+46,756
4130
$951K ﹤0.01%
50,000
4131
$951K ﹤0.01%
17,180
-13,735
4132
$949K ﹤0.01%
75,168
+51,155
4133
$946K ﹤0.01%
55,987
+26,450
4134
$946K ﹤0.01%
259,789
+115,783
4135
$945K ﹤0.01%
371,947
+54,686
4136
$944K ﹤0.01%
124,973
+79,705
4137
$938K ﹤0.01%
30,078
+13,611
4138
$938K ﹤0.01%
7,225
+4,272
4139
$937K ﹤0.01%
35,939
-44,285
4140
$937K ﹤0.01%
78,929
-7,471
4141
$937K ﹤0.01%
40,879
+5,163
4142
$936K ﹤0.01%
23,490
+3,483
4143
$935K ﹤0.01%
219,497
+15,282
4144
$933K ﹤0.01%
45,013
-9,234
4145
$932K ﹤0.01%
19,528
+9,148
4146
$930K ﹤0.01%
17,004
-9,867
4147
$929K ﹤0.01%
6,298
+312
4148
$929K ﹤0.01%
29,254
+7,514
4149
$927K ﹤0.01%
14,126
+3,228
4150
$927K ﹤0.01%
741,705
-30,369