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
4976
$237K ﹤0.01%
13,300
+9,962
4977
$237K ﹤0.01%
65,003
-37,165
4978
$237K ﹤0.01%
58,432
+27,818
4979
$237K ﹤0.01%
6,836
+3,645
4980
$236K ﹤0.01%
+14,237
4981
$236K ﹤0.01%
61,097
-5,953
4982
$236K ﹤0.01%
64,219
-27,525
4983
$236K ﹤0.01%
24,714
+11,548
4984
$235K ﹤0.01%
43,551
+23,113
4985
$235K ﹤0.01%
10,211
-2,243
4986
$235K ﹤0.01%
5,101
-18
4987
$235K ﹤0.01%
6,278
+6
4988
$235K ﹤0.01%
42,181
-1,000
4989
$234K ﹤0.01%
44,763
+22,184
4990
$233K ﹤0.01%
12,277
+9,479
4991
$233K ﹤0.01%
86,464
-2,043
4992
$231K ﹤0.01%
25,012
+19,161
4993
$230K ﹤0.01%
41,300
-5,487
4994
$230K ﹤0.01%
20,823
+16,506
4995
$229K ﹤0.01%
20,378
4996
$228K ﹤0.01%
30,153
+5,388
4997
$228K ﹤0.01%
109,569
+81,653
4998
$228K ﹤0.01%
15,544
+3,924
4999
$228K ﹤0.01%
118,536
+66,424
5000
$227K ﹤0.01%
19,526
-19,396