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
5451
$74.5K ﹤0.01%
211,676
+31
5452
$74.3K ﹤0.01%
24,348
+14,242
5453
$73.9K ﹤0.01%
2,206
-2,646
5454
$73.8K ﹤0.01%
+2,695
5455
$73.7K ﹤0.01%
39,000
+3,000
5456
$73.6K ﹤0.01%
3,374
+266
5457
$73.2K ﹤0.01%
7,589
+4,137
5458
$72.9K ﹤0.01%
7,972
+3,979
5459
$72.9K ﹤0.01%
48,614
+39,693
5460
$72.9K ﹤0.01%
32,395
-26,751
5461
$72.8K ﹤0.01%
14,620
+8,725
5462
$72.8K ﹤0.01%
8,279
-1,707
5463
$72.6K ﹤0.01%
6,186
-6,779
5464
$72.5K ﹤0.01%
2,434
+589
5465
$72.5K ﹤0.01%
6,800
-485
5466
$72.4K ﹤0.01%
3,016
+16
5467
$72.3K ﹤0.01%
40,180
+6,368
5468
$72K ﹤0.01%
3,096
5469
$71.8K ﹤0.01%
1,234
-38
5470
$71.6K ﹤0.01%
5,296
+1,330
5471
$71.5K ﹤0.01%
1,005
+613
5472
$71.3K ﹤0.01%
6,105
-624
5473
$71.1K ﹤0.01%
3,049
5474
$70.9K ﹤0.01%
6,025
+2,733
5475
$70.9K ﹤0.01%
1,000