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
5926
$11.9K ﹤0.01%
646
+292
5927
$11.9K ﹤0.01%
3,007
+9
5928
$11.9K ﹤0.01%
+883
5929
$11.9K ﹤0.01%
1,871
+13
5930
$11.6K ﹤0.01%
20,872
-61,278
5931
$11.6K ﹤0.01%
11,014
+14
5932
$11.5K ﹤0.01%
6,407
-74,750
5933
$11.5K ﹤0.01%
75,550
+58,130
5934
$11.4K ﹤0.01%
2,891
-6,512
5935
$11.3K ﹤0.01%
1,000
5936
$11.3K ﹤0.01%
1,225
-7,969
5937
$11.3K ﹤0.01%
44,788
+32,026
5938
$11.3K ﹤0.01%
1,498
+32
5939
$11.3K ﹤0.01%
2,098
-59
5940
$11.3K ﹤0.01%
529
-1,727
5941
$11.2K ﹤0.01%
+1,970
5942
$11.2K ﹤0.01%
+31,000
5943
$11.1K ﹤0.01%
900
-239,903
5944
$11K ﹤0.01%
2,303
-179
5945
$10.9K ﹤0.01%
8,673
5946
$10.8K ﹤0.01%
4,634
+32
5947
$10.8K ﹤0.01%
1,560
-12,930
5948
$10.8K ﹤0.01%
+1,012
5949
$10.8K ﹤0.01%
1,100
5950
$10.7K ﹤0.01%
76,248
+62,690