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
4151
$924K ﹤0.01%
33,577
+10,228
4152
$922K ﹤0.01%
25,318
+4,895
4153
$919K ﹤0.01%
87,243
-106,941
4154
$918K ﹤0.01%
19,628
+11,190
4155
$917K ﹤0.01%
9,881
+7,633
4156
$916K ﹤0.01%
106,007
+30,987
4157
$915K ﹤0.01%
24,473
-4,801
4158
$911K ﹤0.01%
96,900
-20,880
4159
$911K ﹤0.01%
72,627
+23,059
4160
$910K ﹤0.01%
39,786
+6,605
4161
$910K ﹤0.01%
44,205
-47,718
4162
$906K ﹤0.01%
85,724
+1,812
4163
$905K ﹤0.01%
207,196
-19,631
4164
$903K ﹤0.01%
15,175
+8,111
4165
$902K ﹤0.01%
33,606
+6,434
4166
$900K ﹤0.01%
147,376
-893,086
4167
$899K ﹤0.01%
27,936
+5,984
4168
$897K ﹤0.01%
49,522
-124,111
4169
$897K ﹤0.01%
586,184
+230,869
4170
$896K ﹤0.01%
+22,732
4171
$894K ﹤0.01%
15,239
+10,614
4172
$892K ﹤0.01%
33,556
+20,454
4173
$891K ﹤0.01%
65,960
-9,223
4174
$891K ﹤0.01%
86,813
+71,393
4175
$890K ﹤0.01%
28,499
-108,048