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
5201
$149K ﹤0.01%
10,854
+4,732
5202
$149K ﹤0.01%
11,758
+9,163
5203
$149K ﹤0.01%
9,597
+7,658
5204
$149K ﹤0.01%
11,717
+101
5205
$149K ﹤0.01%
54,429
-1,009
5206
$148K ﹤0.01%
14,414
+7,494
5207
$148K ﹤0.01%
30,613
+407
5208
$148K ﹤0.01%
5,020
5209
$147K ﹤0.01%
12,703
+10,112
5210
$147K ﹤0.01%
18,110
-2,202
5211
$146K ﹤0.01%
25,021
+8,863
5212
$146K ﹤0.01%
78,197
+16,191
5213
$146K ﹤0.01%
33,869
+1,956
5214
$146K ﹤0.01%
21,665
+11,199
5215
$145K ﹤0.01%
7,923
-4,127
5216
$145K ﹤0.01%
1,026
5217
$145K ﹤0.01%
2,845
-429
5218
$145K ﹤0.01%
6,983
+4,700
5219
$145K ﹤0.01%
15,473
-93,213
5220
$145K ﹤0.01%
7,859
+1
5221
$145K ﹤0.01%
11,998
+9,640
5222
$144K ﹤0.01%
15,974
+8,998
5223
$144K ﹤0.01%
1,189
+42
5224
$144K ﹤0.01%
5,505
+7
5225
$144K ﹤0.01%
5,653
+4