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
3751
$1.61M ﹤0.01%
213,833
+34,230
3752
$1.6M ﹤0.01%
16,700
-2,562
3753
$1.6M ﹤0.01%
70,420
+64,052
3754
$1.6M ﹤0.01%
+50,528
3755
$1.6M ﹤0.01%
116,734
-158,022
3756
$1.6M ﹤0.01%
102,101
-142,704
3757
$1.6M ﹤0.01%
84,246
-5,103
3758
$1.6M ﹤0.01%
49,604
-5,285
3759
$1.59M ﹤0.01%
565,590
+561,551
3760
$1.59M ﹤0.01%
79,943
+16,786
3761
$1.59M ﹤0.01%
92,670
+8,842
3762
$1.58M ﹤0.01%
137,103
+39,466
3763
$1.58M ﹤0.01%
107,199
+92,634
3764
$1.57M ﹤0.01%
155,832
-44,646
3765
$1.57M ﹤0.01%
43,820
-19,700
3766
$1.57M ﹤0.01%
212,059
+103,331
3767
$1.57M ﹤0.01%
30,869
+19,502
3768
$1.57M ﹤0.01%
10,295
+14
3769
$1.57M ﹤0.01%
63,245
+15,436
3770
$1.56M ﹤0.01%
187,487
+175,749
3771
$1.56M ﹤0.01%
49,513
-1,112
3772
$1.56M ﹤0.01%
154,100
3773
$1.55M ﹤0.01%
56,458
-15,571
3774
$1.55M ﹤0.01%
42,175
+11,088
3775
$1.54M ﹤0.01%
6,544
+4,169