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
5751
$24K ﹤0.01%
1,176
+38
5752
$23.8K ﹤0.01%
505
+5
5753
$23.5K ﹤0.01%
6,252
+4,552
5754
$23.5K ﹤0.01%
6,260
-8,308
5755
$23.2K ﹤0.01%
+1,000
5756
$23.2K ﹤0.01%
+2,000
5757
$23.1K ﹤0.01%
1,595
-1,596
5758
$23.1K ﹤0.01%
12,814
-2,272
5759
$23K ﹤0.01%
760
-336
5760
$23K ﹤0.01%
2,088
-544
5761
$23K ﹤0.01%
899
5762
$22.7K ﹤0.01%
+868
5763
$22.7K ﹤0.01%
867
+492
5764
$22.6K ﹤0.01%
3,278
-1,263
5765
$22.6K ﹤0.01%
3,833
+1,110
5766
$22.6K ﹤0.01%
2,917
-425
5767
$22.5K ﹤0.01%
+2,200
5768
$22.5K ﹤0.01%
779
5769
$22.5K ﹤0.01%
4,175
-165
5770
$22.4K ﹤0.01%
97,453
+51,080
5771
$22.4K ﹤0.01%
5,574
+26
5772
$22.3K ﹤0.01%
1,223
+774
5773
$22.3K ﹤0.01%
2,119
+55
5774
$22.2K ﹤0.01%
669
5775
$22K ﹤0.01%
701