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
4751
$369K ﹤0.01%
9,495
-3,570
4752
$369K ﹤0.01%
26,859
+14,712
4753
$368K ﹤0.01%
5,375
+2,827
4754
$368K ﹤0.01%
19,587
+1,220
4755
$367K ﹤0.01%
4,731
+1,229
4756
$367K ﹤0.01%
157,449
-127,850
4757
$366K ﹤0.01%
58,422
+40,178
4758
$365K ﹤0.01%
7,787
+4,394
4759
$364K ﹤0.01%
20,970
+8,388
4760
$364K ﹤0.01%
45,728
+24,545
4761
$364K ﹤0.01%
43,617
+4,552
4762
$363K ﹤0.01%
177,259
+22,508
4763
$363K ﹤0.01%
11,814
-1,936
4764
$363K ﹤0.01%
27,478
-2,222
4765
$362K ﹤0.01%
71,122
+25,599
4766
$362K ﹤0.01%
20,567
-21,213
4767
$362K ﹤0.01%
21,791
+10,390
4768
$361K ﹤0.01%
15,624
-11,503
4769
$360K ﹤0.01%
11,033
+7,290
4770
$359K ﹤0.01%
244,160
+200,117
4771
$359K ﹤0.01%
59,487
+48,164
4772
$358K ﹤0.01%
16,124
+15,934
4773
$358K ﹤0.01%
4,015
+3,305
4774
$358K ﹤0.01%
9,894
-31,498
4775
$357K ﹤0.01%
5,408
+2,095