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
3776
$1.54M ﹤0.01%
306,004
-10,415
3777
$1.54M ﹤0.01%
257,510
+62,494
3778
$1.53M ﹤0.01%
144,073
+86,492
3779
$1.53M ﹤0.01%
146,762
-3,471
3780
$1.53M ﹤0.01%
49,742
-3,888
3781
$1.52M ﹤0.01%
62,782
+47,350
3782
$1.52M ﹤0.01%
49,727
+16,363
3783
$1.52M ﹤0.01%
150,000
3784
$1.52M ﹤0.01%
128,787
-14,292
3785
$1.52M ﹤0.01%
32,025
-30,158
3786
$1.52M ﹤0.01%
75,207
-3,759
3787
$1.51M ﹤0.01%
150,000
3788
$1.51M ﹤0.01%
47,085
+3,344
3789
$1.51M ﹤0.01%
50,884
+14,273
3790
$1.5M ﹤0.01%
81,802
+19,915
3791
$1.5M ﹤0.01%
120,330
-57,770
3792
$1.5M ﹤0.01%
150,000
3793
$1.5M ﹤0.01%
30,057
+16,385
3794
$1.5M ﹤0.01%
59,707
+10,412
3795
$1.5M ﹤0.01%
537,872
-5,164
3796
$1.49M ﹤0.01%
38,295
+8,495
3797
$1.49M ﹤0.01%
14,549
-405
3798
$1.49M ﹤0.01%
48,887
+14,947
3799
$1.49M ﹤0.01%
46,917
-2,008
3800
$1.48M ﹤0.01%
68,755
-47,541