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
3501
$2.18M ﹤0.01%
58,220
+52,176
3502
$2.18M ﹤0.01%
188,940
+23,038
3503
$2.18M ﹤0.01%
146,264
+25,801
3504
$2.18M ﹤0.01%
51,728
+19,806
3505
$2.17M ﹤0.01%
76,888
+64,144
3506
$2.16M ﹤0.01%
291,827
-32,764
3507
$2.16M ﹤0.01%
18,261
+4,320
3508
$2.16M ﹤0.01%
249,743
+17,166
3509
$2.16M ﹤0.01%
433,620
3510
$2.15M ﹤0.01%
64,321
+7,847
3511
$2.15M ﹤0.01%
266,499
+6
3512
$2.15M ﹤0.01%
67,621
+20,076
3513
$2.14M ﹤0.01%
67,157
+17,259
3514
$2.14M ﹤0.01%
27,064
+15,442
3515
$2.13M ﹤0.01%
60,283
-123
3516
$2.13M ﹤0.01%
564,855
+197,719
3517
$2.13M ﹤0.01%
768,740
-558
3518
$2.13M ﹤0.01%
48,319
+1,042
3519
$2.12M ﹤0.01%
460,417
-1,817,635
3520
$2.12M ﹤0.01%
26,963
+9,074
3521
$2.12M ﹤0.01%
70,847
+15,611
3522
$2.12M ﹤0.01%
2,015,834
+837,380
3523
$2.11M ﹤0.01%
18,314
+6,853
3524
$2.11M ﹤0.01%
102,490
+19,856
3525
$2.11M ﹤0.01%
285,611
-62,314