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
2901
$4.5M ﹤0.01%
217,965
-54,925
2902
$4.5M ﹤0.01%
199,460
+19,658
2903
$4.49M ﹤0.01%
85,192
+10,650
2904
$4.49M ﹤0.01%
97,639
-22,263
2905
$4.49M ﹤0.01%
104,413
+4,518
2906
$4.48M ﹤0.01%
714,044
+200,565
2907
$4.47M ﹤0.01%
102,043
+31,305
2908
$4.47M ﹤0.01%
422,270
+128,473
2909
$4.47M ﹤0.01%
196,611
+5,059
2910
$4.46M ﹤0.01%
81,913
-9,476
2911
$4.46M ﹤0.01%
162,546
-4,221
2912
$4.46M ﹤0.01%
30,429
+14,523
2913
$4.46M ﹤0.01%
157,907
-10,725
2914
$4.45M ﹤0.01%
240,975
+132,885
2915
$4.45M ﹤0.01%
967,491
+318,293
2916
$4.44M ﹤0.01%
211,362
-520,332
2917
$4.44M ﹤0.01%
440,000
2918
$4.42M ﹤0.01%
215,218
-50,050
2919
$4.42M ﹤0.01%
346,479
+8,585
2920
$4.42M ﹤0.01%
194,941
-6,414
2921
$4.42M ﹤0.01%
436,708
2922
$4.41M ﹤0.01%
402,301
+316,698
2923
$4.41M ﹤0.01%
36,152
+9,606
2924
$4.41M ﹤0.01%
223,678
+174,808
2925
$4.4M ﹤0.01%
188,556
+92,606