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
5226
$143K ﹤0.01%
+185
5227
$143K ﹤0.01%
9,410
-6,651
5228
$143K ﹤0.01%
3,686
-1,112
5229
$142K ﹤0.01%
192,894
-33,118
5230
$142K ﹤0.01%
20,842
+34
5231
$141K ﹤0.01%
5,001
+2,942
5232
$141K ﹤0.01%
13,658
-7,404
5233
$140K ﹤0.01%
2,039
+1,202
5234
$140K ﹤0.01%
42,160
+339
5235
$139K ﹤0.01%
12,975
+6,232
5236
$139K ﹤0.01%
+34,400
5237
$139K ﹤0.01%
5,709
+3,699
5238
$138K ﹤0.01%
28,059
-4,814
5239
$137K ﹤0.01%
18,644
-61,298
5240
$137K ﹤0.01%
11,459
+2,882
5241
$137K ﹤0.01%
10,000
5242
$137K ﹤0.01%
10,245
+10,215
5243
$137K ﹤0.01%
15,852
+13,864
5244
$137K ﹤0.01%
4,536
+82
5245
$136K ﹤0.01%
27,520
+1,383
5246
$136K ﹤0.01%
20,976
+11,440
5247
$136K ﹤0.01%
20,565
-7,970
5248
$135K ﹤0.01%
10,584
-9,326
5249
$134K ﹤0.01%
8,888
+452
5250
$133K ﹤0.01%
70,173
-79,556