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
4851
$305K ﹤0.01%
50,934
-96,724
4852
$304K ﹤0.01%
35,732
+3,230
4853
$304K ﹤0.01%
9,379
+4,181
4854
$304K ﹤0.01%
14,035
+10,999
4855
$303K ﹤0.01%
37,134
+15,668
4856
$303K ﹤0.01%
30,000
4857
$303K ﹤0.01%
23,876
+19,260
4858
$302K ﹤0.01%
107,007
+49,082
4859
$301K ﹤0.01%
3,612
-221
4860
$301K ﹤0.01%
4,548
+2,992
4861
$300K ﹤0.01%
75,857
+3,177
4862
$300K ﹤0.01%
33,955
+16,475
4863
$299K ﹤0.01%
12,694
+5,337
4864
$299K ﹤0.01%
51,645
+11,775
4865
$298K ﹤0.01%
144,060
+90,272
4866
$298K ﹤0.01%
39,635
-12,532
4867
$297K ﹤0.01%
25,899
-3,453
4868
$297K ﹤0.01%
13,889
-1,608
4869
$296K ﹤0.01%
5,000
4870
$296K ﹤0.01%
25,823
+4,056
4871
$296K ﹤0.01%
4,760
-60,109
4872
$295K ﹤0.01%
24,012
+13,880
4873
$295K ﹤0.01%
11,365
+16
4874
$294K ﹤0.01%
51,437
+13,332
4875
$293K ﹤0.01%
13,778
-1,442