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
3276
$2.94M ﹤0.01%
850,608
+126,589
3277
$2.93M ﹤0.01%
85,729
-84,148
3278
$2.93M ﹤0.01%
236,508
-126,687
3279
$2.93M ﹤0.01%
50,490
-10,106
3280
$2.92M ﹤0.01%
290,000
3281
$2.92M ﹤0.01%
290,000
3282
$2.92M ﹤0.01%
210,245
+28,634
3283
$2.91M ﹤0.01%
107,793
+2,937
3284
$2.9M ﹤0.01%
183,105
+70,046
3285
$2.9M ﹤0.01%
332,807
+294,576
3286
$2.89M ﹤0.01%
286,466
3287
$2.89M ﹤0.01%
732,400
-107,064
3288
$2.89M ﹤0.01%
33,480
+532
3289
$2.89M ﹤0.01%
78,385
+28,869
3290
$2.88M ﹤0.01%
70,572
-2,370
3291
$2.87M ﹤0.01%
139,011
-10,466
3292
$2.87M ﹤0.01%
296,240
+70,414
3293
$2.87M ﹤0.01%
70,957
+24,781
3294
$2.87M ﹤0.01%
193,778
+49,454
3295
$2.86M ﹤0.01%
159,160
-162,075
3296
$2.86M ﹤0.01%
302,118
+139,675
3297
$2.86M ﹤0.01%
64,899
-355,158
3298
$2.86M ﹤0.01%
273,733
-100,081
3299
$2.86M ﹤0.01%
106,561
+12,612
3300
$2.86M ﹤0.01%
144,420
+18,596