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
5526
$58.1K ﹤0.01%
3,013
+10
5527
$58K ﹤0.01%
21,318
+16
5528
$57.8K ﹤0.01%
16,560
+2,695
5529
$57.6K ﹤0.01%
855
5530
$57.4K ﹤0.01%
1,996
+122
5531
$57.1K ﹤0.01%
13,149
-1,200
5532
$56.8K ﹤0.01%
154,470
-645,344
5533
$56.8K ﹤0.01%
159,887
+143,414
5534
$56.7K ﹤0.01%
2,077
-1,496
5535
$56.5K ﹤0.01%
6,746
-135
5536
$56.5K ﹤0.01%
2,346
+498
5537
$56.5K ﹤0.01%
16,129
-7,775
5538
$56.3K ﹤0.01%
8,801
+4,497
5539
$55.9K ﹤0.01%
2,034
+63
5540
$55.9K ﹤0.01%
4,547
+3,602
5541
$55.7K ﹤0.01%
11,542
-27,926
5542
$55.6K ﹤0.01%
1,639
-1,022
5543
$55.5K ﹤0.01%
3,354
+4
5544
$55.4K ﹤0.01%
34,863
+16,446
5545
$55.3K ﹤0.01%
9,286
-50,989
5546
$55K ﹤0.01%
10,085
+8,699
5547
$55K ﹤0.01%
1,553
+1,103
5548
$54.8K ﹤0.01%
5,000
-6,620
5549
$54.7K ﹤0.01%
1,640
-935
5550
$54.5K ﹤0.01%
23,709
-3,270