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
4876
$291K ﹤0.01%
95,367
-26,649
4877
$291K ﹤0.01%
9,743
+7,026
4878
$289K ﹤0.01%
11,036
+10,689
4879
$289K ﹤0.01%
115,596
-451,260
4880
$289K ﹤0.01%
23,378
-9,083
4881
$289K ﹤0.01%
17,824
-4,486
4882
$288K ﹤0.01%
5,090
-3,065
4883
$288K ﹤0.01%
8,578
+1,122
4884
$288K ﹤0.01%
8,599
+2,131
4885
$287K ﹤0.01%
22,980
+15,314
4886
$287K ﹤0.01%
2,094
-624
4887
$287K ﹤0.01%
15,423
-2,039
4888
$286K ﹤0.01%
13,759
-771
4889
$286K ﹤0.01%
27,215
-18,024
4890
$284K ﹤0.01%
23,128
-4,549
4891
$284K ﹤0.01%
9,662
+8,061
4892
$284K ﹤0.01%
10,100
+6,055
4893
$284K ﹤0.01%
48,999
+41,941
4894
$283K ﹤0.01%
22,327
+10,275
4895
$283K ﹤0.01%
22,062
-5,545
4896
$283K ﹤0.01%
10,373
+8,188
4897
$282K ﹤0.01%
29,273
+2,172
4898
$282K ﹤0.01%
138,858
+71,446
4899
$282K ﹤0.01%
28,321
+21,222
4900
$278K ﹤0.01%
47,979
+22,745