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
4901
$277K ﹤0.01%
35,798
-1,368
4902
$277K ﹤0.01%
30,083
+10,119
4903
$277K ﹤0.01%
18,484
-11,748
4904
$277K ﹤0.01%
21,015
+10,570
4905
$277K ﹤0.01%
7,337
+205
4906
$277K ﹤0.01%
97,034
-16,478
4907
$276K ﹤0.01%
3,494
4908
$275K ﹤0.01%
7,913
+5,879
4909
$275K ﹤0.01%
98,010
+39,975
4910
$274K ﹤0.01%
19,959
+3,110
4911
$274K ﹤0.01%
9,266
-4,492
4912
$274K ﹤0.01%
54,507
+13,773
4913
$274K ﹤0.01%
27,016
+8,158
4914
$273K ﹤0.01%
9,539
+7,852
4915
$273K ﹤0.01%
23,530
+9,522
4916
$271K ﹤0.01%
10,229
+6,658
4917
$270K ﹤0.01%
2,683
-884
4918
$268K ﹤0.01%
56,042
-18,087
4919
$268K ﹤0.01%
7,519
+317
4920
$268K ﹤0.01%
24,045
+8,608
4921
$268K ﹤0.01%
4,259
+816
4922
$267K ﹤0.01%
40,684
+37,841
4923
$267K ﹤0.01%
12,342
+6,108
4924
$266K ﹤0.01%
7,537
+5,635
4925
$264K ﹤0.01%
5,180
+4,465