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
3001
$4.01M ﹤0.01%
48,753
+29,670
3002
$4.01M ﹤0.01%
399,138
3003
$4M ﹤0.01%
756,677
+382,755
3004
$4M ﹤0.01%
86,638
+25,943
3005
$4M ﹤0.01%
67,784
+7,044
3006
$4M ﹤0.01%
59,136
-9,370
3007
$3.99M ﹤0.01%
101,667
+59,781
3008
$3.99M ﹤0.01%
123,720
-26,118
3009
$3.98M ﹤0.01%
299,898
+106,678
3010
$3.97M ﹤0.01%
127,363
-73,895
3011
$3.97M ﹤0.01%
99,019
+21,987
3012
$3.97M ﹤0.01%
143,915
-38,408
3013
$3.97M ﹤0.01%
266,960
+46,455
3014
$3.96M ﹤0.01%
216,023
-18,247
3015
$3.95M ﹤0.01%
139,720
+3,042
3016
$3.95M ﹤0.01%
36,341
-2,510
3017
$3.95M ﹤0.01%
27,468
+2,450
3018
$3.95M ﹤0.01%
221,856
+24,008
3019
$3.95M ﹤0.01%
101,288
+681
3020
$3.94M ﹤0.01%
300,925
-37,832
3021
$3.94M ﹤0.01%
623,553
+1,551
3022
$3.94M ﹤0.01%
127,207
+1,446
3023
$3.93M ﹤0.01%
118,438
+44,767
3024
$3.93M ﹤0.01%
76,881
-7,870
3025
$3.93M ﹤0.01%
89,231
-8,926