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
5001
$227K ﹤0.01%
18,857
-6,220
5002
$227K ﹤0.01%
33,278
-6,167
5003
$227K ﹤0.01%
6,908
-4,553
5004
$226K ﹤0.01%
49,876
+42,724
5005
$225K ﹤0.01%
61,145
-41,140
5006
$223K ﹤0.01%
70,534
+34
5007
$222K ﹤0.01%
22,926
-2,394
5008
$222K ﹤0.01%
133,587
+123,032
5009
$221K ﹤0.01%
216
-148
5010
$221K ﹤0.01%
28,107
+25,321
5011
$221K ﹤0.01%
73,364
+30,849
5012
$221K ﹤0.01%
10,595
-67,341
5013
$220K ﹤0.01%
6,935
+1,885
5014
$219K ﹤0.01%
42,756
+8,684
5015
$219K ﹤0.01%
190,610
+135,261
5016
$219K ﹤0.01%
163,386
-11,376
5017
$219K ﹤0.01%
338,483
+134,129
5018
$218K ﹤0.01%
21,154
-1,413
5019
$218K ﹤0.01%
10,375
5020
$217K ﹤0.01%
8,200
5021
$217K ﹤0.01%
8,737
+6,435
5022
$217K ﹤0.01%
8,041
-5,343
5023
$217K ﹤0.01%
23,218
+8,403
5024
$216K ﹤0.01%
2,190
5025
$214K ﹤0.01%
5,446
-464