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
4451
$595K ﹤0.01%
372,037
+199,561
4452
$595K ﹤0.01%
75,363
+17,100
4453
$593K ﹤0.01%
58,967
+55,494
4454
$593K ﹤0.01%
55,909
-5,860
4455
$593K ﹤0.01%
12,644
-576
4456
$592K ﹤0.01%
122,903
+70,286
4457
$592K ﹤0.01%
24,867
+6,379
4458
$590K ﹤0.01%
23,935
+10,442
4459
$589K ﹤0.01%
42,324
+30,476
4460
$589K ﹤0.01%
80,423
-9,759
4461
$588K ﹤0.01%
200,749
+36,702
4462
$588K ﹤0.01%
79,006
+64,840
4463
$586K ﹤0.01%
50,212
-26,864
4464
$586K ﹤0.01%
305,186
+100,738
4465
$586K ﹤0.01%
513,862
-112,992
4466
$584K ﹤0.01%
49,933
-16,717
4467
$584K ﹤0.01%
37,870
+5,155
4468
$583K ﹤0.01%
17,595
-15,717
4469
$583K ﹤0.01%
140,434
+115,933
4470
$583K ﹤0.01%
211,873
+29,344
4471
$583K ﹤0.01%
46,939
+21,991
4472
$582K ﹤0.01%
15,906
+5,342
4473
$581K ﹤0.01%
134,839
-61,536
4474
$581K ﹤0.01%
155,791
-8,987
4475
$581K ﹤0.01%
215,896
-1,290,446