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
5176
$157K ﹤0.01%
21,254
+5,961
5177
$157K ﹤0.01%
23,053
-3,388
5178
$157K ﹤0.01%
78,056
+52,459
5179
$157K ﹤0.01%
12,119
+8,537
5180
$156K ﹤0.01%
1,917
-6,411
5181
$155K ﹤0.01%
4,686
-486
5182
$155K ﹤0.01%
3,698
+1,155
5183
$155K ﹤0.01%
15,082
-3,395
5184
$155K ﹤0.01%
3,583
-781
5185
$154K ﹤0.01%
31,021
-10,382
5186
$154K ﹤0.01%
25,062
+97
5187
$154K ﹤0.01%
1,305
+693
5188
$154K ﹤0.01%
42,457
+16,061
5189
$154K ﹤0.01%
55,087
+32,885
5190
$154K ﹤0.01%
3,312
-1,675
5191
$153K ﹤0.01%
63,355
+34,529
5192
$151K ﹤0.01%
37,070
+19,217
5193
$151K ﹤0.01%
10,219
+9,506
5194
$151K ﹤0.01%
3,060
+1,187
5195
$150K ﹤0.01%
41,510
5196
$150K ﹤0.01%
10,737
-1,608
5197
$150K ﹤0.01%
31,011
-38,137
5198
$150K ﹤0.01%
3,146
+1,972
5199
$150K ﹤0.01%
42,002
5200
$150K ﹤0.01%
5,322
+4,210