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
2851
$4.87M ﹤0.01%
96,003
+14,653
2852
$4.86M ﹤0.01%
392,679
-19,064
2853
$4.85M ﹤0.01%
251,847
-175,709
2854
$4.85M ﹤0.01%
35,012
+5,337
2855
$4.84M ﹤0.01%
240,340
+118,205
2856
$4.83M ﹤0.01%
471,244
2857
$4.83M ﹤0.01%
2,098,941
-495,112
2858
$4.83M ﹤0.01%
174,027
+97,012
2859
$4.82M ﹤0.01%
464,807
+243,028
2860
$4.82M ﹤0.01%
477,877
+142,932
2861
$4.81M ﹤0.01%
91,214
+36,566
2862
$4.8M ﹤0.01%
817,900
-956,476
2863
$4.79M ﹤0.01%
214,389
-37,415
2864
$4.78M ﹤0.01%
584,030
+3,760
2865
$4.77M ﹤0.01%
149,945
-392
2866
$4.76M ﹤0.01%
57,623
-7,211
2867
$4.76M ﹤0.01%
301,593
-68,848
2868
$4.75M ﹤0.01%
136,768
-1,588,370
2869
$4.75M ﹤0.01%
223,408
-49,569
2870
$4.74M ﹤0.01%
182,032
+45,800
2871
$4.73M ﹤0.01%
187,875
+62,759
2872
$4.72M ﹤0.01%
1,217,686
+258,383
2873
$4.72M ﹤0.01%
345,625
-143,363
2874
$4.71M ﹤0.01%
140,567
-15,637
2875
$4.71M ﹤0.01%
106,536
+28,493