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
4576
$499K ﹤0.01%
402,604
+70,395
4577
$498K ﹤0.01%
86,151
-6,982
4578
$498K ﹤0.01%
15,859
-1,487
4579
$497K ﹤0.01%
19,618
+1,002
4580
$496K ﹤0.01%
14,642
+7,112
4581
$496K ﹤0.01%
59,372
+10,830
4582
$494K ﹤0.01%
25,930
+17,133
4583
$493K ﹤0.01%
50,000
4584
$491K ﹤0.01%
43,923
+22,568
4585
$491K ﹤0.01%
26,627
+5,336
4586
$489K ﹤0.01%
25,953
+10,102
4587
$489K ﹤0.01%
11,835
+5,545
4588
$489K ﹤0.01%
56,424
+20,224
4589
$488K ﹤0.01%
16,264
-3,724
4590
$488K ﹤0.01%
21,361
-27,286
4591
$486K ﹤0.01%
118,323
+44,867
4592
$486K ﹤0.01%
47,349
-31,887
4593
$486K ﹤0.01%
11,035
-1,000
4594
$486K ﹤0.01%
10,491
+2
4595
$485K ﹤0.01%
21,102
+41
4596
$485K ﹤0.01%
18,915
+12,128
4597
$484K ﹤0.01%
1,755
+1,071
4598
$484K ﹤0.01%
27,209
-14,057
4599
$484K ﹤0.01%
21,157
+10,600
4600
$479K ﹤0.01%
2,445,518
+1,894,071