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
5126
$175K ﹤0.01%
41,506
+19,552
5127
$174K ﹤0.01%
27,650
-5,751
5128
$174K ﹤0.01%
7,506
+2,114
5129
$174K ﹤0.01%
8,234
+4,465
5130
$174K ﹤0.01%
+36,975
5131
$174K ﹤0.01%
8,774
+6,090
5132
$174K ﹤0.01%
23,666
+17,075
5133
$174K ﹤0.01%
65,489
+10,948
5134
$173K ﹤0.01%
74,276
+19,092
5135
$173K ﹤0.01%
17,119
-2,137
5136
$173K ﹤0.01%
10,130
-1,900
5137
$172K ﹤0.01%
6,281
-7,328
5138
$172K ﹤0.01%
26,411
+3,597
5139
$171K ﹤0.01%
700,429
5140
$171K ﹤0.01%
112,216
+17,252
5141
$170K ﹤0.01%
6,636
-251
5142
$170K ﹤0.01%
2,968
+1,231
5143
$169K ﹤0.01%
47,693
+16,320
5144
$169K ﹤0.01%
9,554
-323
5145
$169K ﹤0.01%
49,359
-16,187
5146
$167K ﹤0.01%
127,535
-137,346
5147
$167K ﹤0.01%
59,206
+14,279
5148
$167K ﹤0.01%
12,378
-9,345
5149
$167K ﹤0.01%
5,522
+5,429
5150
$166K ﹤0.01%
36,323
+17,575