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
5076
$195K ﹤0.01%
5,970
5077
$195K ﹤0.01%
3,703
-2,430
5078
$195K ﹤0.01%
16,426
+7,340
5079
$194K ﹤0.01%
4,561
-1,937
5080
$194K ﹤0.01%
10,978
+5,604
5081
$194K ﹤0.01%
8,224
+5,319
5082
$193K ﹤0.01%
32,780
+3,262
5083
$193K ﹤0.01%
36,393
+4,118
5084
$192K ﹤0.01%
3,104
+2,870
5085
$192K ﹤0.01%
13,297
-9,154
5086
$191K ﹤0.01%
46,781
+16,649
5087
$191K ﹤0.01%
27,225
5088
$191K ﹤0.01%
30,518
-107,444
5089
$190K ﹤0.01%
9,732
+5,578
5090
$190K ﹤0.01%
7,969
-699
5091
$190K ﹤0.01%
29,752
-8,666
5092
$190K ﹤0.01%
23,174
+373
5093
$189K ﹤0.01%
19,429
+13,598
5094
$189K ﹤0.01%
12,014
+123
5095
$188K ﹤0.01%
46,313
+3,131
5096
$188K ﹤0.01%
57,655
+29,394
5097
$187K ﹤0.01%
6,631
-2,402
5098
$187K ﹤0.01%
8,626
+586
5099
$187K ﹤0.01%
30,050
+14,268
5100
$187K ﹤0.01%
36,500
-170,727