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
3376
$2.6M ﹤0.01%
466,253
+216,149
3377
$2.6M ﹤0.01%
79,089
+6,679
3378
$2.59M ﹤0.01%
95,265
-12,625
3379
$2.59M ﹤0.01%
54,387
+23,604
3380
$2.59M ﹤0.01%
1,110,314
-150,436
3381
$2.58M ﹤0.01%
269,505
+93,200
3382
$2.57M ﹤0.01%
55,277
+11,370
3383
$2.57M ﹤0.01%
179,655
+76,126
3384
$2.57M ﹤0.01%
127,941
+17,573
3385
$2.57M ﹤0.01%
60,906
+27,396
3386
$2.56M ﹤0.01%
53,364
-5,572
3387
$2.56M ﹤0.01%
192,674
+27,526
3388
$2.55M ﹤0.01%
313,265
-374,135
3389
$2.55M ﹤0.01%
57,672
-13,545
3390
$2.55M ﹤0.01%
125,804
+215
3391
$2.55M ﹤0.01%
35,816
-559
3392
$2.54M ﹤0.01%
193,405
+12,387
3393
$2.54M ﹤0.01%
59,547
+209
3394
$2.54M ﹤0.01%
676,234
+53,130
3395
$2.54M ﹤0.01%
46,021
+1,013
3396
$2.54M ﹤0.01%
7,845
-3,692
3397
$2.54M ﹤0.01%
63,811
-4,130
3398
$2.52M ﹤0.01%
240,091
+102,127
3399
$2.52M ﹤0.01%
61,804
-5,127
3400
$2.52M ﹤0.01%
129,469
-25,875