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
3801
$1.48M ﹤0.01%
176,813
+13,366
3802
$1.48M ﹤0.01%
114,661
+56,633
3803
$1.48M ﹤0.01%
48,756
-17,334
3804
$1.48M ﹤0.01%
74,081
+3,482
3805
$1.48M ﹤0.01%
61,260
+36,347
3806
$1.48M ﹤0.01%
42,417
+22,165
3807
$1.47M ﹤0.01%
92,574
+35,117
3808
$1.47M ﹤0.01%
219,721
-393,295
3809
$1.47M ﹤0.01%
161,633
-51,092
3810
$1.47M ﹤0.01%
174,182
+83,740
3811
$1.47M ﹤0.01%
267,600
-10,002
3812
$1.47M ﹤0.01%
929,507
+66,935
3813
$1.47M ﹤0.01%
30,291
+4,296
3814
$1.47M ﹤0.01%
84,506
+74,135
3815
$1.46M ﹤0.01%
118,188
-20,476
3816
$1.46M ﹤0.01%
57,524
-13,995
3817
$1.46M ﹤0.01%
337,368
+205,832
3818
$1.45M ﹤0.01%
94,654
+15,560
3819
$1.45M ﹤0.01%
29,004
+12,171
3820
$1.44M ﹤0.01%
120,478
+83,756
3821
$1.44M ﹤0.01%
250,162
-103,176
3822
$1.44M ﹤0.01%
124,521
-1,226
3823
$1.44M ﹤0.01%
80,304
+75,364
3824
$1.44M ﹤0.01%
65,632
+60,130
3825
$1.44M ﹤0.01%
20,095
+12,652