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
3626
$1.86M ﹤0.01%
87,016
+38,322
3627
$1.86M ﹤0.01%
56,046
-318,347
3628
$1.86M ﹤0.01%
42,727
+19,797
3629
$1.86M ﹤0.01%
132,704
+44,525
3630
$1.85M ﹤0.01%
206,737
-149,084
3631
$1.85M ﹤0.01%
168,917
-147,680
3632
$1.84M ﹤0.01%
95,394
-50,078
3633
$1.84M ﹤0.01%
241,300
-121,344
3634
$1.84M ﹤0.01%
152,885
-41,578
3635
$1.83M ﹤0.01%
58,616
-18,106
3636
$1.83M ﹤0.01%
76,541
-10,182
3637
$1.83M ﹤0.01%
175,520
-1,710
3638
$1.82M ﹤0.01%
153,824
+20,109
3639
$1.82M ﹤0.01%
28,064
+8,675
3640
$1.82M ﹤0.01%
65,009
-23,758
3641
$1.82M ﹤0.01%
161,186
-1,394
3642
$1.82M ﹤0.01%
1,188,293
-545,194
3643
$1.82M ﹤0.01%
22,258
-300,133
3644
$1.82M ﹤0.01%
211,006
+8,785
3645
$1.82M ﹤0.01%
67,100
+6,035
3646
$1.81M ﹤0.01%
260,668
+145,119
3647
$1.81M ﹤0.01%
132,660
+20,758
3648
$1.8M ﹤0.01%
161,275
-332,932
3649
$1.8M ﹤0.01%
60,519
-36,536
3650
$1.8M ﹤0.01%
7,198
+837