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
4551
$511K ﹤0.01%
38,134
+14,692
4552
$510K ﹤0.01%
74,205
-89
4553
$510K ﹤0.01%
10,722
-878
4554
$509K ﹤0.01%
40,899
+9,380
4555
$509K ﹤0.01%
50,000
4556
$509K ﹤0.01%
353,174
-152,678
4557
$507K ﹤0.01%
15,515
+7,983
4558
$507K ﹤0.01%
13,284
+13,196
4559
$506K ﹤0.01%
20,328
+4,391
4560
$505K ﹤0.01%
9,570
+3,996
4561
$505K ﹤0.01%
54,138
+37,910
4562
$504K ﹤0.01%
69,095
+1,090
4563
$504K ﹤0.01%
9,900
-7,236
4564
$504K ﹤0.01%
159,953
-68,912
4565
$504K ﹤0.01%
20,661
-15,674
4566
$502K ﹤0.01%
52,525
+24,715
4567
$502K ﹤0.01%
49,998
-3,961
4568
$501K ﹤0.01%
57,718
+27,552
4569
$501K ﹤0.01%
15,385
-7,832
4570
$501K ﹤0.01%
47,643
-33,301
4571
$501K ﹤0.01%
50,000
4572
$500K ﹤0.01%
47,660
+34,538
4573
$500K ﹤0.01%
6,916
+2,901
4574
$500K ﹤0.01%
34,670
+2,925
4575
$499K ﹤0.01%
50,298
+25,065