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
4951
$253K ﹤0.01%
18,955
+16,426
4952
0
4953
$253K ﹤0.01%
6,157
-7,000
4954
$252K ﹤0.01%
25,000
4955
$251K ﹤0.01%
3,540
4956
$251K ﹤0.01%
14,223
+3,778
4957
$250K ﹤0.01%
8,583
-746
4958
$250K ﹤0.01%
30,470
+18
4959
$249K ﹤0.01%
21,657
-395
4960
$248K ﹤0.01%
20,589
+895
4961
$247K ﹤0.01%
+19,310
4962
$247K ﹤0.01%
37,929
+10,269
4963
$246K ﹤0.01%
54,639
-7,602
4964
$246K ﹤0.01%
92,567
-6,762
4965
$244K ﹤0.01%
10,618
+4,304
4966
$244K ﹤0.01%
25,959
+75
4967
$244K ﹤0.01%
18,498
+3,341
4968
$244K ﹤0.01%
39,867
-318
4969
$243K ﹤0.01%
7,182
-652
4970
$240K ﹤0.01%
22,257
+20,444
4971
$239K ﹤0.01%
22,690
-282
4972
$239K ﹤0.01%
40,267
-237
4973
$239K ﹤0.01%
113,354
+67,927
4974
$238K ﹤0.01%
98,069
+8,643
4975
$238K ﹤0.01%
75,275
-24,431