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
3651
$1.8M ﹤0.01%
+57,320
3652
$1.8M ﹤0.01%
169,782
-16,554
3653
$1.8M ﹤0.01%
134,543
+56,604
3654
$1.8M ﹤0.01%
64,848
-223,736
3655
$1.79M ﹤0.01%
145,105
-22,155
3656
$1.79M ﹤0.01%
157,468
+31,878
3657
$1.79M ﹤0.01%
39,720
+8,417
3658
$1.78M ﹤0.01%
39,160
+6,274
3659
$1.77M ﹤0.01%
70,319
+38,054
3660
$1.77M ﹤0.01%
819,508
+512,979
3661
$1.77M ﹤0.01%
550,792
-850,770
3662
$1.77M ﹤0.01%
113,956
+8,351
3663
$1.77M ﹤0.01%
319,472
-204,615
3664
$1.77M ﹤0.01%
408,726
+149,509
3665
$1.76M ﹤0.01%
58,282
+7,634
3666
$1.76M ﹤0.01%
53,730
+42,965
3667
$1.76M ﹤0.01%
135,196
+34,638
3668
$1.76M ﹤0.01%
270,180
-49,469
3669
$1.76M ﹤0.01%
40,338
+24,336
3670
$1.75M ﹤0.01%
352,081
+137,562
3671
$1.75M ﹤0.01%
55,178
-99,736
3672
$1.75M ﹤0.01%
137,803
+70,613
3673
$1.75M ﹤0.01%
156,172
-8,822
3674
$1.75M ﹤0.01%
39,330
-404
3675
$1.74M ﹤0.01%
20,376
+1,746