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
3026
$3.93M ﹤0.01%
349,955
-116,591
3027
$3.92M ﹤0.01%
158,295
+60,646
3028
$3.92M ﹤0.01%
42,036
-10,974
3029
$3.92M ﹤0.01%
424,320
+55,980
3030
$3.91M ﹤0.01%
390,000
3031
$3.91M ﹤0.01%
390,000
3032
$3.91M ﹤0.01%
76,270
+9,220
3033
$3.9M ﹤0.01%
624,562
+94,663
3034
$3.89M ﹤0.01%
117,133
-13,869
3035
$3.89M ﹤0.01%
271,780
-10,193
3036
$3.89M ﹤0.01%
2,186
+1,991
3037
$3.88M ﹤0.01%
166,811
+111,412
3038
$3.87M ﹤0.01%
67,609
+16,383
3039
$3.87M ﹤0.01%
11,707
-810
3040
$3.87M ﹤0.01%
762,794
+469,444
3041
$3.86M ﹤0.01%
127,745
+11,428
3042
$3.86M ﹤0.01%
130,131
-385,362
3043
$3.85M ﹤0.01%
205,871
+65,839
3044
$3.85M ﹤0.01%
27,994
+10,780
3045
$3.85M ﹤0.01%
45,064
+794
3046
$3.85M ﹤0.01%
457,122
+336,581
3047
$3.84M ﹤0.01%
379,998
3048
$3.84M ﹤0.01%
260,886
+247,926
3049
$3.83M ﹤0.01%
1,584,205
+1,065,620
3050
$3.83M ﹤0.01%
120,975
-41,634