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
4251
$801K ﹤0.01%
114,425
-17,258
4252
$799K ﹤0.01%
31,578
+2,248
4253
$798K ﹤0.01%
47,288
-9,637
4254
$797K ﹤0.01%
2,373
+713
4255
$797K ﹤0.01%
8,669
-2,265
4256
$797K ﹤0.01%
80,000
4257
$796K ﹤0.01%
13,378
+4,343
4258
$795K ﹤0.01%
19,538
+4,942
4259
$794K ﹤0.01%
14,864
-748
4260
$794K ﹤0.01%
74,453
-4,482,993
4261
$793K ﹤0.01%
34,875
-14,579
4262
$792K ﹤0.01%
211,258
+167,827
4263
$792K ﹤0.01%
80,000
4264
$789K ﹤0.01%
45,044
+39,264
4265
$787K ﹤0.01%
634,444
+500
4266
$784K ﹤0.01%
40,352
+32,013
4267
$781K ﹤0.01%
22,751
+6,730
4268
$781K ﹤0.01%
68,346
-5,644
4269
$780K ﹤0.01%
122,500
+30,765
4270
$780K ﹤0.01%
162,836
-290,300
4271
$778K ﹤0.01%
33,553
+16,142
4272
$776K ﹤0.01%
24,077
+17,375
4273
$774K ﹤0.01%
96,143
+58,386
4274
$774K ﹤0.01%
205
+14
4275
$773K ﹤0.01%
552,423
-2,650,797