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
4351
$708K ﹤0.01%
7,000
4352
$706K ﹤0.01%
123,557
-144,030
4353
$704K ﹤0.01%
70,000
4354
$703K ﹤0.01%
43,350
+14,065
4355
$703K ﹤0.01%
28,300
+2,757
4356
$701K ﹤0.01%
4,798
+2,237
4357
$700K ﹤0.01%
10,809
+2,143
4358
$698K ﹤0.01%
179,919
-35,845
4359
$698K ﹤0.01%
22,036
+16,599
4360
$697K ﹤0.01%
70,578
+26,002
4361
$695K ﹤0.01%
91,485
-41,510
4362
$695K ﹤0.01%
235,602
-46,591
4363
$693K ﹤0.01%
50,000
4364
$692K ﹤0.01%
21,475
+9,127
4365
$692K ﹤0.01%
197,069
-68,216
4366
$691K ﹤0.01%
24,120
-5,795
4367
$691K ﹤0.01%
89,717
+18,684
4368
$691K ﹤0.01%
26,064
+13,452
4369
$688K ﹤0.01%
106,666
-22,288
4370
$687K ﹤0.01%
81,520
+14,537
4371
$685K ﹤0.01%
47,488
-1,777
4372
$684K ﹤0.01%
18,156
+8,350
4373
$684K ﹤0.01%
14,922
+3,225
4374
$683K ﹤0.01%
31,668
+13,863
4375
$682K ﹤0.01%
24,745
+16,937