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
4226
$820K ﹤0.01%
10,473
-927
4227
$819K ﹤0.01%
49,399
-249,214
4228
$818K ﹤0.01%
137,908
+54,747
4229
$816K ﹤0.01%
129,908
-73,890
4230
$816K ﹤0.01%
276,487
+115,665
4231
$815K ﹤0.01%
29,950
+13,967
4232
$814K ﹤0.01%
34,603
+2,636
4233
$813K ﹤0.01%
181,920
+71,138
4234
$811K ﹤0.01%
223,430
+43,182
4235
$809K ﹤0.01%
52,699
+11,358
4236
$809K ﹤0.01%
30,000
4237
$808K ﹤0.01%
56,895
-27,224
4238
$808K ﹤0.01%
32,557
-1,064
4239
$807K ﹤0.01%
24,143
-2,111
4240
$807K ﹤0.01%
63,622
-3,021
4241
$805K ﹤0.01%
32,130
-3,691
4242
$804K ﹤0.01%
63,458
-42,166
4243
$804K ﹤0.01%
44,615
-1,076
4244
$803K ﹤0.01%
29,174
+14,135
4245
$803K ﹤0.01%
17,131
+5,218
4246
$803K ﹤0.01%
71,262
+188
4247
$803K ﹤0.01%
221,229
-59,547
4248
$803K ﹤0.01%
79,330
-1,312
4249
$802K ﹤0.01%
13,761
-789
4250
$802K ﹤0.01%
55,684
+1,365