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
3126
$3.53M ﹤0.01%
196,618
-72,920
3127
$3.53M ﹤0.01%
350,000
3128
$3.52M ﹤0.01%
841,386
-25,353
3129
$3.51M ﹤0.01%
27,888
-944
3130
$3.51M ﹤0.01%
426,016
+59,499
3131
$3.5M ﹤0.01%
88,748
+61,753
3132
$3.5M ﹤0.01%
1,113,690
+346,345
3133
$3.5M ﹤0.01%
157,777
+14,379
3134
$3.48M ﹤0.01%
64,833
+24,548
3135
$3.48M ﹤0.01%
111,945
+5,028
3136
$3.48M ﹤0.01%
228,558
-11,975
3137
$3.47M ﹤0.01%
264,648
+47,174
3138
$3.47M ﹤0.01%
350,000
3139
$3.47M ﹤0.01%
23,423
+1,021
3140
$3.47M ﹤0.01%
317,599
3141
$3.46M ﹤0.01%
29,006
+9,830
3142
$3.46M ﹤0.01%
50,644
-201,042
3143
$3.46M ﹤0.01%
292,831
+139,026
3144
$3.46M ﹤0.01%
317,706
+87,011
3145
$3.45M ﹤0.01%
179,555
+15,973
3146
$3.44M ﹤0.01%
3,278
3147
$3.43M ﹤0.01%
340,000
3148
$3.43M ﹤0.01%
395,079
+17,703
3149
$3.43M ﹤0.01%
212,168
+3,103
3150
$3.43M ﹤0.01%
26,311
+9,550