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
4176
$890K ﹤0.01%
107,308
-31,332
4177
$887K ﹤0.01%
74,828
+5,566
4178
$886K ﹤0.01%
43,146
+2,868
4179
$885K ﹤0.01%
88,937
+21,803
4180
$880K ﹤0.01%
16,808
-13
4181
$880K ﹤0.01%
+47,359
4182
$879K ﹤0.01%
42,952
-2,397
4183
$879K ﹤0.01%
15,003
+3,125
4184
$878K ﹤0.01%
72,830
-18,017
4185
$877K ﹤0.01%
141,170
+45,154
4186
$874K ﹤0.01%
51,996
-18,046
4187
$873K ﹤0.01%
18,944
-30,980
4188
$872K ﹤0.01%
55,981
+19,056
4189
$872K ﹤0.01%
226,369
+179,042
4190
$871K ﹤0.01%
15,645
-5,973
4191
$868K ﹤0.01%
226,727
+4,568
4192
$867K ﹤0.01%
36,176
-25,580
4193
$866K ﹤0.01%
82,803
+73,226
4194
$866K ﹤0.01%
200,011
-586,189
4195
$865K ﹤0.01%
41,947
+40,184
4196
$864K ﹤0.01%
32,251
-15,331
4197
$864K ﹤0.01%
93,116
+13,851
4198
$861K ﹤0.01%
84,999
4199
$860K ﹤0.01%
105,740
+101,032
4200
$858K ﹤0.01%
189,843
-103,110