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
4501
$567K ﹤0.01%
14,522
-3,228
4502
$566K ﹤0.01%
45,432
+18,561
4503
$564K ﹤0.01%
50,766
+13,387
4504
$561K ﹤0.01%
26,345
+807
4505
$561K ﹤0.01%
48,243
+15,080
4506
$559K ﹤0.01%
26,719
4507
$558K ﹤0.01%
14,024
+8,181
4508
$557K ﹤0.01%
29,780
-57,873
4509
$555K ﹤0.01%
42,202
+18,446
4510
$553K ﹤0.01%
39,643
+23,169
4511
$551K ﹤0.01%
16,859
+10
4512
$550K ﹤0.01%
15,367
-2,850
4513
$549K ﹤0.01%
49,233
-6,721
4514
$549K ﹤0.01%
29,434
-146,687
4515
$548K ﹤0.01%
204,416
+36,978
4516
$545K ﹤0.01%
121,946
-4,066
4517
$545K ﹤0.01%
87,495
+21,729
4518
$545K ﹤0.01%
42,816
+17,101
4519
$543K ﹤0.01%
7,023
4520
$543K ﹤0.01%
216,333
+27,286
4521
$541K ﹤0.01%
39,748
-75,493
4522
$540K ﹤0.01%
97,380
+62,952
4523
$539K ﹤0.01%
157,213
-217,512
4524
$539K ﹤0.01%
76,168
+856
4525
$537K ﹤0.01%
18,300