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
3676
$1.74M ﹤0.01%
47,109
+28,190
3677
$1.74M ﹤0.01%
200,992
+143,848
3678
$1.74M ﹤0.01%
72,770
+17,336
3679
$1.74M ﹤0.01%
59,017
+37,237
3680
$1.74M ﹤0.01%
31,880
-5,754
3681
$1.73M ﹤0.01%
158,933
+78,485
3682
$1.73M ﹤0.01%
92,306
+17,311
3683
$1.73M ﹤0.01%
517,988
+142,141
3684
$1.73M ﹤0.01%
156,039
-65,442
3685
$1.72M ﹤0.01%
268,998
-54,116
3686
$1.72M ﹤0.01%
135,969
-25,338
3687
$1.72M ﹤0.01%
26,464
+7,752
3688
$1.72M ﹤0.01%
77,412
+57,509
3689
$1.72M ﹤0.01%
99,676
+23,888
3690
$1.71M ﹤0.01%
77,450
-6,564
3691
$1.71M ﹤0.01%
22,932
+5,584
3692
$1.71M ﹤0.01%
76,731
-32,381
3693
$1.71M ﹤0.01%
213,714
+181,393
3694
$1.71M ﹤0.01%
41,116
-3,440
3695
$1.71M ﹤0.01%
135,813
+76,431
3696
$1.71M ﹤0.01%
208,808
+43,879
3697
$1.7M ﹤0.01%
608,152
+535,939
3698
$1.7M ﹤0.01%
105,669
+59,324
3699
$1.7M ﹤0.01%
104,482
+29,747
3700
$1.7M ﹤0.01%
22,886
+6,087