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
3526
$2.11M ﹤0.01%
148,325
+118,509
3527
$2.11M ﹤0.01%
44,801
+4,012
3528
$2.1M ﹤0.01%
46,931
+16,065
3529
$2.1M ﹤0.01%
37,269
+36,096
3530
$2.09M ﹤0.01%
97,745
+41,763
3531
$2.09M ﹤0.01%
44,268
+24,627
3532
$2.08M ﹤0.01%
207,459
+11,034
3533
$2.07M ﹤0.01%
130,767
-4,231
3534
$2.07M ﹤0.01%
46,570
+20,469
3535
$2.06M ﹤0.01%
83,251
+78,358
3536
$2.06M ﹤0.01%
37,146
+5,070
3537
$2.06M ﹤0.01%
88,831
+2,723
3538
$2.06M ﹤0.01%
114,062
-115,262
3539
$2.05M ﹤0.01%
100,275
-4,246
3540
$2.05M ﹤0.01%
45,392
-37,808
3541
$2.05M ﹤0.01%
41,196
+2,276
3542
$2.05M ﹤0.01%
543,857
+292,449
3543
$2.05M ﹤0.01%
194,557
-71,984
3544
$2.05M ﹤0.01%
59,039
+31,680
3545
$2.04M ﹤0.01%
98,878
-2,737
3546
$2.04M ﹤0.01%
327,372
+73,807
3547
$2.04M ﹤0.01%
244,121
-2,660,410
3548
$2.04M ﹤0.01%
127,766
+7,580
3549
$2.04M ﹤0.01%
70,714
+10,489
3550
$2.03M ﹤0.01%
520,984
+25,123