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
5051
$204K ﹤0.01%
5,359
+2,594
5052
$203K ﹤0.01%
22,154
+28
5053
$203K ﹤0.01%
3,275
+74
5054
$203K ﹤0.01%
59,737
-2,665,408
5055
$202K ﹤0.01%
13,930
+13,929
5056
$202K ﹤0.01%
8,485
+2,703
5057
$202K ﹤0.01%
8,795
+1,359
5058
$201K ﹤0.01%
95,833
+29,796
5059
$201K ﹤0.01%
26,745
+19,591
5060
$201K ﹤0.01%
8,622
+3,536
5061
$201K ﹤0.01%
78,937
+3,102
5062
$200K ﹤0.01%
+6,795
5063
$199K ﹤0.01%
2,135
+1,087
5064
$199K ﹤0.01%
14,985
+8,853
5065
$199K ﹤0.01%
7,433
+3
5066
$198K ﹤0.01%
6,908
+4,426
5067
$198K ﹤0.01%
4,916
+15
5068
$198K ﹤0.01%
66,930
-132,540
5069
$198K ﹤0.01%
24,599
-103,882
5070
$198K ﹤0.01%
17,364
+9,653
5071
$198K ﹤0.01%
14,322
-3,777
5072
$196K ﹤0.01%
2,740
-67
5073
$196K ﹤0.01%
8,438
+45
5074
$196K ﹤0.01%
14,755
+3,172
5075
$196K ﹤0.01%
24,052
+13,966