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
3701
$1.7M ﹤0.01%
33,775
-265
3702
$1.69M ﹤0.01%
52,148
-126,958
3703
$1.69M ﹤0.01%
153,588
+28,450
3704
$1.69M ﹤0.01%
49,473
+22,367
3705
$1.69M ﹤0.01%
190,086
+72,050
3706
$1.69M ﹤0.01%
95,702
-29,047
3707
$1.68M ﹤0.01%
36,687
+8,567
3708
$1.68M ﹤0.01%
37,867
+13,201
3709
$1.68M ﹤0.01%
50,383
-2,450
3710
$1.68M ﹤0.01%
23,565
+13,463
3711
$1.67M ﹤0.01%
138,280
+127,772
3712
$1.67M ﹤0.01%
48,026
-5,718
3713
$1.66M ﹤0.01%
92,739
-14,900
3714
$1.65M ﹤0.01%
354,517
+63,570
3715
$1.65M ﹤0.01%
13,460
+2,175
3716
$1.65M ﹤0.01%
129,052
+59,219
3717
$1.64M ﹤0.01%
87,546
+17,314
3718
$1.64M ﹤0.01%
106,899
-3,912
3719
$1.64M ﹤0.01%
121,245
-388,698
3720
$1.64M ﹤0.01%
14,554
+3,053
3721
$1.64M ﹤0.01%
314,482
-135,684
3722
$1.64M ﹤0.01%
89,557
+51,951
3723
$1.64M ﹤0.01%
54,563
-4,203
3724
$1.64M ﹤0.01%
21,842
+10,666
3725
$1.63M ﹤0.01%
53,496
-8,424