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
3101
$3.63M ﹤0.01%
576,846
+149,571
3102
$3.63M ﹤0.01%
80,012
+15,423
3103
$3.62M ﹤0.01%
413,313
+81,745
3104
$3.62M ﹤0.01%
161,661
+52,030
3105
$3.62M ﹤0.01%
360,000
3106
$3.61M ﹤0.01%
146,467
+18,577
3107
$3.61M ﹤0.01%
100,995
+98,762
3108
$3.6M ﹤0.01%
81,897
+7,509
3109
$3.6M ﹤0.01%
534,597
+330,048
3110
$3.6M ﹤0.01%
126,028
+31,218
3111
$3.59M ﹤0.01%
552,063
-172,782
3112
$3.58M ﹤0.01%
74,730
-56,146
3113
$3.57M ﹤0.01%
360,000
3114
$3.56M ﹤0.01%
277,791
-82,361
3115
$3.56M ﹤0.01%
70,192
-2,518
3116
$3.55M ﹤0.01%
436,059
+25,772
3117
$3.55M ﹤0.01%
110,243
+4,097
3118
$3.55M ﹤0.01%
146,917
+12,397
3119
$3.54M ﹤0.01%
239,038
+87,781
3120
$3.54M ﹤0.01%
350,000
3121
$3.53M ﹤0.01%
265,491
+170,251
3122
$3.53M ﹤0.01%
108,341
+2,279
3123
$3.53M ﹤0.01%
74,928
+10,307
3124
$3.53M ﹤0.01%
350,000
3125
$3.53M ﹤0.01%
129,303
+103,791