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
3601
$1.93M ﹤0.01%
24,464
-44,582
3602
$1.93M ﹤0.01%
39,046
-2,302
3603
$1.92M ﹤0.01%
13,440
-20,141
3604
$1.92M ﹤0.01%
53,711
-24,792
3605
$1.91M ﹤0.01%
234,847
+21,896
3606
$1.91M ﹤0.01%
78,472
-8,266
3607
$1.91M ﹤0.01%
219,756
+154,178
3608
$1.91M ﹤0.01%
193,174
+4,035
3609
$1.91M ﹤0.01%
27,462
-34,562
3610
$1.91M ﹤0.01%
41,036
+5,389
3611
$1.91M ﹤0.01%
334,483
-49,930
3612
$1.9M ﹤0.01%
46,346
-17,613
3613
$1.9M ﹤0.01%
54,342
-363,662
3614
$1.9M ﹤0.01%
78,030
+4,306
3615
$1.89M ﹤0.01%
259,651
-12,248
3616
$1.89M ﹤0.01%
46,267
-6,948
3617
$1.89M ﹤0.01%
304,023
+285,713
3618
$1.88M ﹤0.01%
943,586
+873,690
3619
$1.87M ﹤0.01%
62,884
+30,480
3620
$1.87M ﹤0.01%
193,601
+147,347
3621
$1.87M ﹤0.01%
19,275
+1,478
3622
$1.86M ﹤0.01%
17,686
+2,842
3623
$1.86M ﹤0.01%
40,850
+3,046
3624
$1.86M ﹤0.01%
188,701
-49,885
3625
$1.86M ﹤0.01%
22,380
+8,552