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
5251
$133K ﹤0.01%
14,474
+5,223
5252
$133K ﹤0.01%
15,447
+5,675
5253
$132K ﹤0.01%
86,306
+27,594
5254
$132K ﹤0.01%
12,396
+9,677
5255
$131K ﹤0.01%
17,120
+14,565
5256
$131K ﹤0.01%
18,027
+8,183
5257
$131K ﹤0.01%
6,195
+3,388
5258
$130K ﹤0.01%
1,500
-147
5259
$130K ﹤0.01%
5,514
+3,571
5260
$130K ﹤0.01%
1,341
-1,500
5261
$129K ﹤0.01%
7,024
+2,476
5262
$129K ﹤0.01%
4,546
+416
5263
$129K ﹤0.01%
4,464
+220
5264
$129K ﹤0.01%
2,125
+842
5265
$128K ﹤0.01%
35,587
-11,003
5266
$128K ﹤0.01%
3,351
-16,968
5267
$128K ﹤0.01%
6,031
-596
5268
$126K ﹤0.01%
2,833
-1,946
5269
$126K ﹤0.01%
652
+350
5270
$125K ﹤0.01%
93,997
+18,058
5271
$125K ﹤0.01%
35,314
+22
5272
$124K ﹤0.01%
11,585
-2,501
5273
$124K ﹤0.01%
19,546
-83,175
5274
$124K ﹤0.01%
4,321
+21
5275
$124K ﹤0.01%
+9,896