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
3451
$2.33M ﹤0.01%
129,828
+43,158
3452
$2.33M ﹤0.01%
15,914
-1,483
3453
$2.33M ﹤0.01%
119,158
+61,936
3454
$2.32M ﹤0.01%
50,770
+2,812
3455
$2.32M ﹤0.01%
748,797
+514,972
3456
$2.32M ﹤0.01%
230,603
3457
$2.31M ﹤0.01%
81,386
+17,218
3458
$2.31M ﹤0.01%
154,446
+128,298
3459
$2.31M ﹤0.01%
50,000
3460
$2.3M ﹤0.01%
83,369
-24,321
3461
$2.3M ﹤0.01%
632,330
+255,166
3462
$2.29M ﹤0.01%
59,260
-97,692
3463
$2.29M ﹤0.01%
97,116
+10,936
3464
$2.29M ﹤0.01%
203,074
+180,868
3465
$2.28M ﹤0.01%
159,203
+15,597
3466
$2.28M ﹤0.01%
+105,686
3467
$2.28M ﹤0.01%
44,407
+754
3468
$2.28M ﹤0.01%
220,868
+68,200
3469
$2.28M ﹤0.01%
173,624
+61,455
3470
$2.28M ﹤0.01%
117,646
-509,879
3471
$2.27M ﹤0.01%
213,951
-72,906
3472
$2.27M ﹤0.01%
124,067
+64,610
3473
$2.26M ﹤0.01%
66,547
+50,860
3474
$2.26M ﹤0.01%
86,602
+9,793
3475
$2.26M ﹤0.01%
125,486
-298,102