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
3726
$1.63M ﹤0.01%
26,261
+25,928
3727
$1.63M ﹤0.01%
119,343
+52,142
3728
$1.63M ﹤0.01%
145,588
+10,395
3729
$1.63M ﹤0.01%
95,027
-126,898
3730
$1.63M ﹤0.01%
155,731
-396,072
3731
$1.63M ﹤0.01%
83,918
-13,770
3732
$1.63M ﹤0.01%
30,574
-2,187
3733
$1.63M ﹤0.01%
110,750
+86,449
3734
$1.63M ﹤0.01%
53,782
+28,299
3735
$1.63M ﹤0.01%
63,416
-109,675
3736
$1.62M ﹤0.01%
40,540
+8,488
3737
$1.62M ﹤0.01%
355,918
-36,665
3738
$1.62M ﹤0.01%
40,357
+10,989
3739
$1.62M ﹤0.01%
54,058
+7,052
3740
$1.62M ﹤0.01%
105,889
+23,484
3741
$1.61M ﹤0.01%
163,109
+120,648
3742
$1.61M ﹤0.01%
34,224
+2,566
3743
$1.61M ﹤0.01%
61,605
-31,189
3744
$1.61M ﹤0.01%
41,515
-10,341
3745
$1.61M ﹤0.01%
180,450
+59,668
3746
$1.61M ﹤0.01%
31,864
-8,101
3747
$1.61M ﹤0.01%
132,709
+122,015
3748
$1.61M ﹤0.01%
88,899
-176,335
3749
$1.61M ﹤0.01%
42,801
+11,390
3750
$1.61M ﹤0.01%
17,728
+7,923