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
4401
$636K ﹤0.01%
13,853
-4,165
4402
$636K ﹤0.01%
271,872
+59,506
4403
$636K ﹤0.01%
15,318
+493
4404
$635K ﹤0.01%
14,339
+1,192
4405
$635K ﹤0.01%
29,199
+10,389
4406
$634K ﹤0.01%
93,181
+52,255
4407
$632K ﹤0.01%
72,515
-27,522
4408
$629K ﹤0.01%
38,357
-5,198
4409
$628K ﹤0.01%
25,821
+4,785
4410
$627K ﹤0.01%
194,795
+150,113
4411
$627K ﹤0.01%
7,269
+2,323
4412
$627K ﹤0.01%
+233,068
4413
$626K ﹤0.01%
28,931
+1,124
4414
$625K ﹤0.01%
25,703
+12,572
4415
$625K ﹤0.01%
8,313
-950
4416
$625K ﹤0.01%
56,131
-4,991
4417
$623K ﹤0.01%
50,888
-3,690
4418
$622K ﹤0.01%
20,719
+67
4419
$622K ﹤0.01%
14,694
+10,078
4420
$622K ﹤0.01%
103,632
+98,721
4421
$622K ﹤0.01%
26,133
+949
4422
$620K ﹤0.01%
16,523
+471
4423
$619K ﹤0.01%
14,175
-1,446
4424
$618K ﹤0.01%
133,807
-202,810
4425
$618K ﹤0.01%
39,049
+17,178