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
5551
$54.5K ﹤0.01%
13,329
-22,080
5552
$53.9K ﹤0.01%
95,043
+65,716
5553
$53.4K ﹤0.01%
9,348
+909
5554
$53.3K ﹤0.01%
1,135
-211
5555
$53.2K ﹤0.01%
8,067
+2,336
5556
$53.2K ﹤0.01%
2,262
+1,572
5557
$53.1K ﹤0.01%
4,288
-452
5558
$53.1K ﹤0.01%
7,977
+4,977
5559
$52.8K ﹤0.01%
31,995
+16,164
5560
$52.7K ﹤0.01%
3,421
-2,541
5561
$52.4K ﹤0.01%
+12,197
5562
$52.3K ﹤0.01%
835
+551
5563
$52.2K ﹤0.01%
6,908
-544
5564
$52.2K ﹤0.01%
5,045
-736
5565
$51.9K ﹤0.01%
2,100
+300
5566
$51.9K ﹤0.01%
5,614
-5,879
5567
$51.4K ﹤0.01%
1,910
5568
$51.4K ﹤0.01%
27,358
-50,228
5569
$51.4K ﹤0.01%
6,944
5570
$51.2K ﹤0.01%
1,112
5571
$51K ﹤0.01%
+2,263
5572
$50.6K ﹤0.01%
67,530
+34,805
5573
$50.5K ﹤0.01%
7,726
5574
$50.2K ﹤0.01%
2,111
5575
$50.2K ﹤0.01%
24,502
+12,705