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
5026
$214K ﹤0.01%
5,085
+3,247
5027
$214K ﹤0.01%
10,262
+7,684
5028
$213K ﹤0.01%
20,000
+7,901
5029
$213K ﹤0.01%
17,399
+3,431
5030
$213K ﹤0.01%
19,993
+147
5031
$213K ﹤0.01%
2,028
5032
$212K ﹤0.01%
7,772
-2,839
5033
$211K ﹤0.01%
6,576
-250
5034
$211K ﹤0.01%
14,139
-705
5035
$211K ﹤0.01%
2,097
+1,597
5036
$211K ﹤0.01%
7,791
-4,212
5037
$211K ﹤0.01%
71,876
-7,623
5038
$210K ﹤0.01%
12,827
-1,361
5039
$210K ﹤0.01%
9,522
-2,591
5040
$209K ﹤0.01%
38,614
+16,041
5041
$207K ﹤0.01%
24,086
+2,982
5042
$207K ﹤0.01%
47,606
+14,466
5043
$207K ﹤0.01%
10,086
+86
5044
$207K ﹤0.01%
13,178
+3,647
5045
$206K ﹤0.01%
25,897
+14,801
5046
$205K ﹤0.01%
15,056
-36,796
5047
$205K ﹤0.01%
111,901
+98,862
5048
$205K ﹤0.01%
4,803
+215
5049
$204K ﹤0.01%
142,000
-13,602
5050
$204K ﹤0.01%
11,366
+7,074