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
5376
$91.2K ﹤0.01%
79,300
-52,506
5377
$90.5K ﹤0.01%
76,727
+68,169
5378
$90.5K ﹤0.01%
14,189
+5,116
5379
$90.5K ﹤0.01%
14,368
+7,623
5380
$90.5K ﹤0.01%
3,685
+32
5381
$90.4K ﹤0.01%
8,000
5382
$89.9K ﹤0.01%
+2,846
5383
$89.1K ﹤0.01%
38,718
+22,628
5384
$89K ﹤0.01%
28,607
+423
5385
$88.5K ﹤0.01%
92,144
-849,169
5386
$88.3K ﹤0.01%
5,432
+2,567
5387
$88.2K ﹤0.01%
10,501
-456
5388
$87.4K ﹤0.01%
18,212
-1,000
5389
$87.1K ﹤0.01%
9,239
-6,302
5390
$87K ﹤0.01%
3,561
-9,952
5391
$86.7K ﹤0.01%
16,450
+6,907
5392
$86.5K ﹤0.01%
5,396
+70
5393
$86.3K ﹤0.01%
15,000
-558
5394
$86.1K ﹤0.01%
16,372
+7,355
5395
$85.9K ﹤0.01%
1,408
-576
5396
$85.9K ﹤0.01%
55,388
+20,159
5397
$85.8K ﹤0.01%
4,466
-36,908
5398
$85.8K ﹤0.01%
+5,614
5399
$85.4K ﹤0.01%
3,618
+9
5400
$85.4K ﹤0.01%
2,735
-6,068