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
3401
$2.52M ﹤0.01%
92,495
+21,160
3402
$2.51M ﹤0.01%
113,627
-24,311
3403
$2.51M ﹤0.01%
44,005
+4,403
3404
$2.5M ﹤0.01%
7,273
-443
3405
$2.5M ﹤0.01%
94,235
-64,936
3406
$2.5M ﹤0.01%
88,577
-3,803
3407
$2.49M ﹤0.01%
80,367
-14,211
3408
$2.49M ﹤0.01%
438,300
-304,220
3409
$2.48M ﹤0.01%
304,366
-457,673
3410
$2.47M ﹤0.01%
99,115
+33,774
3411
$2.47M ﹤0.01%
58,269
+16,430
3412
$2.47M ﹤0.01%
894,452
-23,685
3413
$2.47M ﹤0.01%
72,582
+66,648
3414
$2.47M ﹤0.01%
157,348
-15,606
3415
$2.46M ﹤0.01%
285,453
+33,989
3416
$2.46M ﹤0.01%
30,311
+13,970
3417
$2.46M ﹤0.01%
259,426
-95,002
3418
$2.46M ﹤0.01%
111,857
+3,394
3419
$2.45M ﹤0.01%
316,296
-84,235
3420
$2.45M ﹤0.01%
123,484
+33,269
3421
$2.45M ﹤0.01%
384,286
+279,320
3422
$2.45M ﹤0.01%
438,565
-5,073
3423
$2.45M ﹤0.01%
25,832
-501
3424
$2.44M ﹤0.01%
181,359
-66,179
3425
$2.44M ﹤0.01%
66,007
+39,485