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
5501
$64.5K ﹤0.01%
56,130
-272,098
5502
$64.5K ﹤0.01%
+32,336
5503
$64.2K ﹤0.01%
4,980
+3,795
5504
$63.8K ﹤0.01%
14,212
+4,709
5505
$63.6K ﹤0.01%
21,785
-6,045
5506
$63.5K ﹤0.01%
13,950
-2
5507
$63.4K ﹤0.01%
9,928
+5,241
5508
$63K ﹤0.01%
1,745
+5
5509
$62.5K ﹤0.01%
1,033
5510
$62.2K ﹤0.01%
38,374
+19,473
5511
$62K ﹤0.01%
388
-1,000
5512
$61.8K ﹤0.01%
13,074
+5,710
5513
$60.5K ﹤0.01%
9,607
+8,446
5514
$60.1K ﹤0.01%
4,004
-3,146
5515
$59.9K ﹤0.01%
3,031
-216
5516
$59.7K ﹤0.01%
8,613
+1,157
5517
$59.6K ﹤0.01%
3,301
+1,978
5518
$59.5K ﹤0.01%
5,573
-7,451
5519
$59.3K ﹤0.01%
49,017
-101,248
5520
$59.2K ﹤0.01%
16,006
-411
5521
$59.2K ﹤0.01%
1,683
5522
$58.9K ﹤0.01%
2,700
5523
$58.8K ﹤0.01%
13,579
-272
5524
$58.7K ﹤0.01%
21
+16
5525
$58.2K ﹤0.01%
49,329
+43,055