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
6051
$6.46K ﹤0.01%
378
-30,380
6052
$6.46K ﹤0.01%
5,714
+1,672
6053
$6.41K ﹤0.01%
635
+26
6054
$6.39K ﹤0.01%
3,437
-8,314
6055
$6.25K ﹤0.01%
25,000
6056
$6.23K ﹤0.01%
1,171
+429
6057
$6.17K ﹤0.01%
1,992
+1,826
6058
$6.13K ﹤0.01%
2,072
+8
6059
$6.07K ﹤0.01%
946
+86
6060
$6.04K ﹤0.01%
458
-4,645
6061
$5.99K ﹤0.01%
814
+14
6062
$5.87K ﹤0.01%
232
+8
6063
$5.87K ﹤0.01%
500
6064
$5.81K ﹤0.01%
100,100
+100
6065
$5.79K ﹤0.01%
1,857
6066
$5.73K ﹤0.01%
2,408
-401
6067
$5.71K ﹤0.01%
1,261
+571
6068
$5.68K ﹤0.01%
494
+472
6069
$5.67K ﹤0.01%
1,019
+19
6070
$5.64K ﹤0.01%
+370
6071
$5.63K ﹤0.01%
45
+33
6072
$5.53K ﹤0.01%
624
+10
6073
$5.41K ﹤0.01%
635
-7,030
6074
$5.33K ﹤0.01%
200
+9
6075
$5.32K ﹤0.01%
267
-11,284