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
2976
$4.14M ﹤0.01%
18,314
+7,897
2977
$4.14M ﹤0.01%
119,292
-59,608
2978
$4.13M ﹤0.01%
205,063
+26,282
2979
$4.12M ﹤0.01%
811,901
-462,285
2980
$4.11M ﹤0.01%
22,413
-9,051
2981
$4.11M ﹤0.01%
278,376
+126,810
2982
$4.1M ﹤0.01%
424,302
+124,462
2983
$4.09M ﹤0.01%
400,000
2984
$4.07M ﹤0.01%
47,565
+4,613
2985
$4.07M ﹤0.01%
130,268
-35,327
2986
$4.06M ﹤0.01%
101,467
-34,135
2987
$4.06M ﹤0.01%
+236,098
2988
$4.06M ﹤0.01%
307,859
+245,412
2989
$4.06M ﹤0.01%
44,088
-32,488
2990
$4.06M ﹤0.01%
2,990
-167
2991
$4.05M ﹤0.01%
98,805
-98,195
2992
$4.05M ﹤0.01%
246,469
-121,665
2993
$4.05M ﹤0.01%
258,291
-132,638
2994
$4.04M ﹤0.01%
179,455
+167,073
2995
$4.03M ﹤0.01%
57,300
+5,321
2996
$4.03M ﹤0.01%
98,563
+60,546
2997
$4.03M ﹤0.01%
68,617
+6,621
2998
$4.02M ﹤0.01%
400,000
2999
$4.02M ﹤0.01%
320,605
+147,282
3000
$4.02M ﹤0.01%
603,020
+284,566