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
2951
$4.26M ﹤0.01%
172,320
+11,690
2952
$4.26M ﹤0.01%
1,854,185
+1,844,185
2953
$4.26M ﹤0.01%
98,003
-53,191
2954
$4.26M ﹤0.01%
282,312
+46,346
2955
$4.26M ﹤0.01%
260,491
-605,221
2956
$4.24M ﹤0.01%
49,540
+26,393
2957
$4.24M ﹤0.01%
406,453
+218,340
2958
$4.24M ﹤0.01%
50,409
+3,374
2959
$4.23M ﹤0.01%
88,220
+32,209
2960
$4.22M ﹤0.01%
53,581
-3,538
2961
$4.21M ﹤0.01%
23,567
+12,553
2962
$4.2M ﹤0.01%
177,459
-67,196
2963
$4.2M ﹤0.01%
410,000
2964
$4.19M ﹤0.01%
111,862
+11,862
2965
$4.19M ﹤0.01%
416,437
2966
$4.19M ﹤0.01%
371,765
-28,378
2967
$4.18M ﹤0.01%
151,814
+34,890
2968
$4.18M ﹤0.01%
444,543
+84,029
2969
$4.18M ﹤0.01%
87,581
+7,441
2970
$4.17M ﹤0.01%
186,629
+177,775
2971
$4.17M ﹤0.01%
234,803
+209,331
2972
$4.16M ﹤0.01%
414,474
+31,336
2973
$4.16M ﹤0.01%
155,415
+42,495
2974
$4.16M ﹤0.01%
36,422
-12,885
2975
$4.15M ﹤0.01%
93,646
-8,971