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
4476
$580K ﹤0.01%
231,200
-44,934
4477
$580K ﹤0.01%
662
+272
4478
$579K ﹤0.01%
+2,436
4479
$579K ﹤0.01%
19,691
+7,470
4480
$579K ﹤0.01%
40,774
-17,947
4481
$579K ﹤0.01%
18,779
+4,424
4482
$578K ﹤0.01%
52,981
-16,868
4483
$578K ﹤0.01%
92,304
+29,477
4484
$577K ﹤0.01%
55,122
+44,675
4485
$577K ﹤0.01%
3,119
+2,275
4486
$577K ﹤0.01%
24,236
+17,166
4487
$576K ﹤0.01%
41,653
-1,125
4488
$576K ﹤0.01%
15,469
-6,946
4489
$576K ﹤0.01%
40,495
-212
4490
$575K ﹤0.01%
11,283
-4,290
4491
$574K ﹤0.01%
104,451
-62,710
4492
$573K ﹤0.01%
54,687
-5,975
4493
$573K ﹤0.01%
15,625
+10,173
4494
$573K ﹤0.01%
47,929
-5,455
4495
$572K ﹤0.01%
115,248
+21,783
4496
$571K ﹤0.01%
115,436
-10,106
4497
$571K ﹤0.01%
141,419
-2,850
4498
$571K ﹤0.01%
58,348
-69,034
4499
$569K ﹤0.01%
20,948
+12,340
4500
$567K ﹤0.01%
13,926
+2,497