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
4526
$534K ﹤0.01%
574,998
-221,475
4527
$533K ﹤0.01%
61,717
+814
4528
$533K ﹤0.01%
65,418
-24,235
4529
$531K ﹤0.01%
11,578
+8,817
4530
$530K ﹤0.01%
177,604
-23,273
4531
$530K ﹤0.01%
24,950
+7,184
4532
$530K ﹤0.01%
15,625
-8,478
4533
$529K ﹤0.01%
88,174
+61,754
4534
$529K ﹤0.01%
34,128
-22,945
4535
$528K ﹤0.01%
17,904
-187
4536
$526K ﹤0.01%
8,277
-2,696
4537
$526K ﹤0.01%
52,826
+21,418
4538
$526K ﹤0.01%
175,959
4539
$525K ﹤0.01%
49,706
-17,471
4540
$525K ﹤0.01%
41,452
+6,781
4541
$523K ﹤0.01%
61,467
+21,845
4542
$523K ﹤0.01%
15,995
+7,739
4543
$522K ﹤0.01%
79,653
-904
4544
$519K ﹤0.01%
29,635
-3,992
4545
$517K ﹤0.01%
16,563
+11,552
4546
$516K ﹤0.01%
50,000
4547
$515K ﹤0.01%
29,800
+13,322
4548
$513K ﹤0.01%
15,984
+10,476
4549
$513K ﹤0.01%
53,390
+28,796
4550
$512K ﹤0.01%
50,000