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
4626
$463K ﹤0.01%
73,239
+783
4627
$463K ﹤0.01%
7,323
+2,537
4628
$462K ﹤0.01%
7,269
+6,465
4629
$460K ﹤0.01%
11,628
+3,863
4630
$459K ﹤0.01%
70,985
+54,072
4631
$458K ﹤0.01%
160,739
-89,962
4632
$458K ﹤0.01%
15,880
-487
4633
$458K ﹤0.01%
7,345
+6,735
4634
$457K ﹤0.01%
16,733
+3,549
4635
$456K ﹤0.01%
31,599
+1,637
4636
$456K ﹤0.01%
20,090
+859
4637
$455K ﹤0.01%
65,058
+34,593
4638
$455K ﹤0.01%
31,010
+12,630
4639
$455K ﹤0.01%
59,082
+23,687
4640
$454K ﹤0.01%
12,303
+5,967
4641
$454K ﹤0.01%
59,631
-2,647
4642
$454K ﹤0.01%
9,645
-3,441
4643
$453K ﹤0.01%
19,424
+5,380
4644
$453K ﹤0.01%
14,710
-2,766
4645
$451K ﹤0.01%
158,742
-45,691
4646
$450K ﹤0.01%
6,413
+5,704
4647
$449K ﹤0.01%
34,949
+15,879
4648
$448K ﹤0.01%
41,401
+6,575
4649
$448K ﹤0.01%
30,500
+19,860
4650
$448K ﹤0.01%
18,472
+9,783