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
4926
$264K ﹤0.01%
35,443
-1,680
4927
$263K ﹤0.01%
17,264
+11,939
4928
$263K ﹤0.01%
19,621
+6,098
4929
$263K ﹤0.01%
15,740
+6,872
4930
$262K ﹤0.01%
33,590
+9,746
4931
$262K ﹤0.01%
15,487
+14,088
4932
$262K ﹤0.01%
11,431
+2,446
4933
0
4934
$261K ﹤0.01%
8,028
+5,643
4935
$260K ﹤0.01%
18,650
+502
4936
$260K ﹤0.01%
15,851
-217
4937
$260K ﹤0.01%
31,219
+4,484
4938
$259K ﹤0.01%
13,730
+6
4939
$259K ﹤0.01%
80,898
+35,659
4940
$259K ﹤0.01%
21,837
+12,282
4941
$258K ﹤0.01%
53,839
+26,378
4942
$258K ﹤0.01%
104,991
+62,742
4943
$258K ﹤0.01%
13,145
+9,725
4944
$258K ﹤0.01%
37,496
+26,280
4945
$258K ﹤0.01%
5,425
-640
4946
$255K ﹤0.01%
17,239
+673
4947
$255K ﹤0.01%
147,309
+109,489
4948
$255K ﹤0.01%
14,578
-35,916
4949
$255K ﹤0.01%
13,377
4950
$254K ﹤0.01%
5,616
+2,369