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
4326
$724K ﹤0.01%
18,968
-830
4327
$723K ﹤0.01%
18,731
+10,710
4328
$723K ﹤0.01%
56,264
+18,432
4329
$722K ﹤0.01%
117,400
-112,125
4330
$721K ﹤0.01%
27,220
-1,695
4331
$721K ﹤0.01%
26,793
-6,119
4332
$721K ﹤0.01%
35,927
+16,307
4333
$720K ﹤0.01%
122,920
-147,485
4334
$720K ﹤0.01%
17,067
+15,434
4335
$719K ﹤0.01%
50,937
+20,702
4336
$719K ﹤0.01%
25,197
+9,569
4337
$718K ﹤0.01%
199,938
+33,063
4338
$718K ﹤0.01%
52,121
-2,417
4339
$717K ﹤0.01%
135,997
+2,720
4340
$715K ﹤0.01%
32,198
+18,048
4341
$715K ﹤0.01%
15,762
-31,123
4342
$715K ﹤0.01%
435,855
-37,016
4343
$714K ﹤0.01%
19,193
+8,451
4344
$714K ﹤0.01%
19,596
-11,838
4345
$713K ﹤0.01%
289,982
+235,155
4346
$711K ﹤0.01%
58,853
-2,423
4347
$709K ﹤0.01%
30,167
+1,635
4348
$709K ﹤0.01%
100,913
+79,832
4349
$708K ﹤0.01%
183,424
+36,643
4350
$708K ﹤0.01%
55,792
+19,469