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
4276
$773K ﹤0.01%
31,989
+8,646
4277
$772K ﹤0.01%
69,257
+45,073
4278
$771K ﹤0.01%
63,510
+16,496
4279
$770K ﹤0.01%
76,186
-89,558
4280
$770K ﹤0.01%
33,206
-660,684
4281
$768K ﹤0.01%
48,385
+28,749
4282
$767K ﹤0.01%
26,186
-292
4283
$766K ﹤0.01%
55,809
+21,209
4284
$762K ﹤0.01%
101,216
+23,036
4285
$762K ﹤0.01%
109,025
+43,251
4286
$761K ﹤0.01%
18,521
+5,221
4287
$760K ﹤0.01%
75,000
4288
$759K ﹤0.01%
66,476
+1,286
4289
$759K ﹤0.01%
105,979
+35,853
4290
$757K ﹤0.01%
21,471
-2,157
4291
$755K ﹤0.01%
15,210
+4,797
4292
$755K ﹤0.01%
500,000
4293
$754K ﹤0.01%
16,479
+4,630
4294
$753K ﹤0.01%
1,982
-467
4295
$748K ﹤0.01%
23,031
+4,167
4296
$746K ﹤0.01%
46,495
+12,057
4297
$746K ﹤0.01%
25,828
+12,548
4298
$746K ﹤0.01%
151,531
-88,751
4299
$745K ﹤0.01%
58,697
+4,409
4300
$745K ﹤0.01%
21,910
-138