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
4601
$478K ﹤0.01%
7,948
-126,672
4602
$478K ﹤0.01%
2,080
-10,697
4603
$476K ﹤0.01%
27,322
+10,476
4604
$476K ﹤0.01%
30,701
+13,096
4605
$475K ﹤0.01%
66,780
-8,446
4606
$475K ﹤0.01%
17,866
-36,193
4607
$474K ﹤0.01%
848
+377
4608
$474K ﹤0.01%
46,871
+28,356
4609
$474K ﹤0.01%
42,355
-9,936
4610
$473K ﹤0.01%
4,010
+2,678
4611
$470K ﹤0.01%
48,816
+35,824
4612
$470K ﹤0.01%
52,580
+39,347
4613
$469K ﹤0.01%
15,665
+7,471
4614
$469K ﹤0.01%
143,402
-161,533
4615
$469K ﹤0.01%
15,691
+5,075
4616
$469K ﹤0.01%
21,619
+18,639
4617
$468K ﹤0.01%
21,708
+4,936
4618
$468K ﹤0.01%
4,667
+379
4619
$466K ﹤0.01%
14,130
+13,203
4620
$466K ﹤0.01%
13,452
-954
4621
$465K ﹤0.01%
55,036
+38,815
4622
$465K ﹤0.01%
25,142
+4,275
4623
$464K ﹤0.01%
15,487
+10,368
4624
$463K ﹤0.01%
34,222
-968
4625
$463K ﹤0.01%
45,064
+33,912