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
3251
$3.03M ﹤0.01%
296,410
+24,501
3252
$3.03M ﹤0.01%
382,450
+111,370
3253
$3.03M ﹤0.01%
97,656
+6,874
3254
$3.03M ﹤0.01%
173,301
-11,899
3255
$3.02M ﹤0.01%
67,733
-3,149
3256
$3.02M ﹤0.01%
141,681
+9,877
3257
$3.02M ﹤0.01%
261,406
+70,679
3258
$3.01M ﹤0.01%
128,916
-75,272
3259
$3.01M ﹤0.01%
249,458
+138,706
3260
$2.99M ﹤0.01%
88,420
+15,441
3261
$2.99M ﹤0.01%
40,915
+6,812
3262
$2.98M ﹤0.01%
101,027
-164,973
3263
$2.98M ﹤0.01%
194,020
+159,556
3264
$2.97M ﹤0.01%
314,030
+77,540
3265
$2.97M ﹤0.01%
32,504
-12,207
3266
$2.97M ﹤0.01%
845,538
+25,536
3267
$2.96M ﹤0.01%
159,479
+30,538
3268
$2.96M ﹤0.01%
251,058
+48,122
3269
$2.96M ﹤0.01%
321,726
-13,841
3270
$2.96M ﹤0.01%
116,897
-3,629
3271
$2.96M ﹤0.01%
32,192
-4,792
3272
$2.95M ﹤0.01%
62,618
-23,459
3273
$2.95M ﹤0.01%
1,080,199
-70,218
3274
$2.95M ﹤0.01%
282,054
+19,212
3275
$2.95M ﹤0.01%
123,417
+81,399