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
5901
$13.7K ﹤0.01%
437
+2
5902
$13.6K ﹤0.01%
9,915
+7,455
5903
$13.4K ﹤0.01%
938
-10,193
5904
$13.3K ﹤0.01%
4,934
+7
5905
$13.3K ﹤0.01%
1,000
5906
$13.2K ﹤0.01%
1,355
-862
5907
$13.1K ﹤0.01%
537
+13
5908
$13.1K ﹤0.01%
47,700
-12,300
5909
$13K ﹤0.01%
1,300
5910
$12.9K ﹤0.01%
+513
5911
$12.9K ﹤0.01%
2,020
-1,140
5912
$12.9K ﹤0.01%
1,000
5913
$12.8K ﹤0.01%
4,158
-10,587
5914
$12.8K ﹤0.01%
624
-108
5915
$12.7K ﹤0.01%
1,070
-20,000
5916
$12.6K ﹤0.01%
2,742
+714
5917
$12.6K ﹤0.01%
3,700
+1,693
5918
$12.5K ﹤0.01%
+823
5919
$12.4K ﹤0.01%
2,038
+6
5920
$12.3K ﹤0.01%
2,333
-31,471
5921
$12.1K ﹤0.01%
15,169
-2,569
5922
$12.1K ﹤0.01%
1,514
-8,141
5923
$12K ﹤0.01%
7,148
-26,504
5924
$12K ﹤0.01%
+231
5925
$11.9K ﹤0.01%
8,057
-222,167