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
4301
$745K ﹤0.01%
56,462
-444
4302
$741K ﹤0.01%
28,107
-6,155
4303
$741K ﹤0.01%
215,941
+99,402
4304
$740K ﹤0.01%
53,957
-14,009
4305
$740K ﹤0.01%
20,239
+3,404
4306
$740K ﹤0.01%
89,992
+23,055
4307
$740K ﹤0.01%
35,599
+12,539
4308
$737K ﹤0.01%
69,829
+6,930
4309
$735K ﹤0.01%
607,659
-54,638
4310
$735K ﹤0.01%
84,392
+20,985
4311
$735K ﹤0.01%
52,918
+38,362
4312
$734K ﹤0.01%
65,462
-5,286
4313
$734K ﹤0.01%
257,384
-59,193
4314
$732K ﹤0.01%
167,198
+16,884
4315
$732K ﹤0.01%
123,189
+25,167
4316
$730K ﹤0.01%
84,420
-14,410
4317
$730K ﹤0.01%
14,757
-30,738
4318
$729K ﹤0.01%
61,460
-3,347
4319
$729K ﹤0.01%
193,291
+78,130
4320
$728K ﹤0.01%
75,509
+22,401
4321
$727K ﹤0.01%
25,811
+12,243
4322
$726K ﹤0.01%
4,006
-572
4323
$725K ﹤0.01%
42,357
+7,826
4324
$725K ﹤0.01%
73,940
+559
4325
$724K ﹤0.01%
81,175
-1,136