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
3476
$2.26M ﹤0.01%
35,376
+6,136
3477
$2.26M ﹤0.01%
62,674
+2,582
3478
$2.25M ﹤0.01%
170,474
+89,388
3479
$2.25M ﹤0.01%
142,763
+23,735
3480
$2.25M ﹤0.01%
90,375
-1,988
3481
$2.24M ﹤0.01%
329,994
+59,393
3482
$2.24M ﹤0.01%
79,486
+14,146
3483
$2.24M ﹤0.01%
237,818
+189,970
3484
$2.23M ﹤0.01%
32,124
+19,631
3485
$2.23M ﹤0.01%
48,831
-12,974
3486
$2.22M ﹤0.01%
220,000
3487
$2.22M ﹤0.01%
50,000
3488
$2.22M ﹤0.01%
95,522
+4,479
3489
$2.22M ﹤0.01%
52,373
+24,009
3490
$2.22M ﹤0.01%
61,666
+56,995
3491
$2.21M ﹤0.01%
34,958
-21,527
3492
$2.21M ﹤0.01%
38,258
-1,802
3493
$2.21M ﹤0.01%
183,847
-138,457
3494
$2.2M ﹤0.01%
121,687
-4,577
3495
$2.2M ﹤0.01%
95,888
-51,009
3496
$2.19M ﹤0.01%
30,854
+8,029
3497
$2.19M ﹤0.01%
126,446
-28,588
3498
$2.19M ﹤0.01%
131,057
-55,485
3499
$2.19M ﹤0.01%
187,721
-107,939
3500
$2.18M ﹤0.01%
79,785
+27,381