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
3351
$2.68M ﹤0.01%
490,252
-237,547
3352
$2.66M ﹤0.01%
257,135
-67,155
3353
$2.66M ﹤0.01%
393,416
+101,051
3354
$2.65M ﹤0.01%
2,987,772
+1,167,813
3355
$2.64M ﹤0.01%
33,252
+5,394
3356
$2.64M ﹤0.01%
357,718
+334,522
3357
$2.64M ﹤0.01%
133,157
-1,625
3358
$2.64M ﹤0.01%
167,894
-16,927
3359
$2.64M ﹤0.01%
667,582
+208,968
3360
$2.64M ﹤0.01%
299,893
+38,872
3361
$2.64M ﹤0.01%
148,273
+49,253
3362
$2.63M ﹤0.01%
131,325
+8,341
3363
$2.63M ﹤0.01%
68,051
-91,635
3364
$2.63M ﹤0.01%
320,309
+48
3365
$2.63M ﹤0.01%
48,023
+3,477
3366
$2.63M ﹤0.01%
260,000
3367
$2.62M ﹤0.01%
45,476
+35,515
3368
$2.62M ﹤0.01%
+51,802
3369
$2.62M ﹤0.01%
39,878
+2,625
3370
$2.62M ﹤0.01%
260,218
+54,162
3371
$2.62M ﹤0.01%
155,667
+47,333
3372
$2.62M ﹤0.01%
260,000
3373
$2.61M ﹤0.01%
47,166
+39,252
3374
$2.61M ﹤0.01%
183,200
+5,770
3375
$2.6M ﹤0.01%
385,182
+220,890