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
3201
$3.19M ﹤0.01%
286,785
+31,474
3202
$3.17M ﹤0.01%
230,570
-161,869
3203
$3.17M ﹤0.01%
+71,700
3204
$3.17M ﹤0.01%
45,872
+14,271
3205
$3.17M ﹤0.01%
173,758
+148,422
3206
$3.17M ﹤0.01%
80,889
-32,277
3207
$3.17M ﹤0.01%
65,941
+12,831
3208
$3.17M ﹤0.01%
137,812
-1,291
3209
$3.16M ﹤0.01%
177,430
+6,709
3210
$3.16M ﹤0.01%
85,651
-8,814
3211
$3.16M ﹤0.01%
111,381
+66,320
3212
$3.15M ﹤0.01%
88,672
+11,002
3213
$3.15M ﹤0.01%
95,176
+2,744
3214
$3.14M ﹤0.01%
1,533,592
+1,530,114
3215
$3.14M ﹤0.01%
163,214
-10,327
3216
$3.14M ﹤0.01%
283,006
-32,836
3217
$3.14M ﹤0.01%
119,116
+22,460
3218
$3.14M ﹤0.01%
91,572
-25,004
3219
$3.13M ﹤0.01%
2,047,548
+1,999,426
3220
$3.13M ﹤0.01%
895,518
+206,159
3221
$3.12M ﹤0.01%
315,567
+12,286
3222
$3.12M ﹤0.01%
312,500
3223
$3.12M ﹤0.01%
326,527
-4,934
3224
$3.11M ﹤0.01%
59,198
+34,943
3225
$3.11M ﹤0.01%
277,251
-100,494