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
4201
$855K ﹤0.01%
130,710
+96,237
4202
$854K ﹤0.01%
86,677
-1,113,328
4203
$851K ﹤0.01%
59,305
+13,426
4204
$849K ﹤0.01%
47,956
+8,912
4205
$846K ﹤0.01%
7,368
-376
4206
$846K ﹤0.01%
1,495
-558
4207
$846K ﹤0.01%
47,132
-2,375
4208
$845K ﹤0.01%
10,591
+3,273
4209
$839K ﹤0.01%
174,346
+45,867
4210
$838K ﹤0.01%
57,656
-68,944
4211
$838K ﹤0.01%
62,084
-280,217
4212
$837K ﹤0.01%
73,760
-79,692
4213
$836K ﹤0.01%
50,692
-20,277
4214
$836K ﹤0.01%
78,634
-59,161
4215
$834K ﹤0.01%
29,832
+17,513
4216
$829K ﹤0.01%
148,549
-6,666
4217
$827K ﹤0.01%
41,058
-1,532
4218
$827K ﹤0.01%
81,195
+72,402
4219
$825K ﹤0.01%
19,095
-1,498
4220
$825K ﹤0.01%
56,323
+896
4221
$824K ﹤0.01%
27,864
-2,893
4222
$823K ﹤0.01%
115,632
+25,754
4223
$823K ﹤0.01%
77,997
+15,451
4224
$821K ﹤0.01%
55,309
-12,604
4225
$820K ﹤0.01%
47,973
+2,201