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
5101
$186K ﹤0.01%
23,352
-17,698
5102
$185K ﹤0.01%
18,380
+7,602
5103
$184K ﹤0.01%
38,158
+67
5104
$184K ﹤0.01%
7,184
+3,765
5105
$184K ﹤0.01%
10,096
-1,625
5106
$184K ﹤0.01%
20,284
+126
5107
$184K ﹤0.01%
20,323
-3,022
5108
$183K ﹤0.01%
7,824
+5,784
5109
$183K ﹤0.01%
2,000
5110
$182K ﹤0.01%
22,540
-26,794
5111
$182K ﹤0.01%
29,852
-14,791
5112
$182K ﹤0.01%
22,675
-18,996
5113
$181K ﹤0.01%
1,219
-1,067
5114
$181K ﹤0.01%
581
+69
5115
$180K ﹤0.01%
11,914
-554
5116
$180K ﹤0.01%
9,631
+1,070
5117
$180K ﹤0.01%
7,131
+1,156
5118
$180K ﹤0.01%
20,287
+8,166
5119
$179K ﹤0.01%
22,524
+20,924
5120
$178K ﹤0.01%
4,003
+437
5121
$178K ﹤0.01%
12,400
+9,200
5122
$177K ﹤0.01%
+2,421
5123
$176K ﹤0.01%
19,585
-78,354
5124
$176K ﹤0.01%
+22,222
5125
$175K ﹤0.01%
4,164
+2,356