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
3426
$2.44M ﹤0.01%
8,671
+1,306
3427
$2.43M ﹤0.01%
34,533
+11,350
3428
$2.43M ﹤0.01%
310,021
-4,171
3429
$2.43M ﹤0.01%
78,378
-2,671
3430
$2.43M ﹤0.01%
238,168
-125,770
3431
$2.42M ﹤0.01%
127,317
+43,372
3432
$2.42M ﹤0.01%
278,294
-17,778
3433
$2.41M ﹤0.01%
78,794
+37,494
3434
$2.41M ﹤0.01%
87,705
+5,623
3435
$2.41M ﹤0.01%
31,226
-7,023
3436
$2.41M ﹤0.01%
240,000
3437
$2.4M ﹤0.01%
126,823
+40,125
3438
$2.4M ﹤0.01%
238,083
3439
$2.4M ﹤0.01%
39,979
+29,054
3440
$2.4M ﹤0.01%
41,225
-36,534
3441
$2.39M ﹤0.01%
230,555
+9,020
3442
$2.38M ﹤0.01%
100,143
-38,187
3443
$2.38M ﹤0.01%
132,989
+33,379
3444
$2.38M ﹤0.01%
20,458
+849
3445
$2.35M ﹤0.01%
51,763
+47,122
3446
$2.35M ﹤0.01%
227,378
-120,300
3447
$2.35M ﹤0.01%
83,074
+26,571
3448
$2.34M ﹤0.01%
63,366
+54,479
3449
$2.34M ﹤0.01%
60,429
+11,551
3450
$2.34M ﹤0.01%
42,601
+4,240