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
3826
$1.43M ﹤0.01%
48,467
+7,524
3827
$1.43M ﹤0.01%
29,495
-1,525
3828
$1.43M ﹤0.01%
82,056
-4,848
3829
$1.43M ﹤0.01%
140,985
-14,590
3830
$1.43M ﹤0.01%
218,935
+58,663
3831
$1.42M ﹤0.01%
54,408
+33,770
3832
$1.42M ﹤0.01%
29,606
-67,427
3833
$1.42M ﹤0.01%
1,139,831
+990,274
3834
$1.42M ﹤0.01%
41,601
-15,636
3835
$1.42M ﹤0.01%
151,692
+28,784
3836
$1.42M ﹤0.01%
206,265
-10,313
3837
$1.42M ﹤0.01%
72,445
+11,336
3838
$1.41M ﹤0.01%
49,958
+26,900
3839
$1.41M ﹤0.01%
64,914
-10,571
3840
$1.41M ﹤0.01%
27,943
-4,099
3841
$1.41M ﹤0.01%
114,596
+60,925
3842
$1.41M ﹤0.01%
127,780
-23,895
3843
$1.4M ﹤0.01%
228,227
+28,272
3844
$1.4M ﹤0.01%
73,132
+65,640
3845
$1.4M ﹤0.01%
29,730
-29,900
3846
$1.4M ﹤0.01%
555,758
-3,900
3847
$1.4M ﹤0.01%
89,317
-6,528
3848
$1.4M ﹤0.01%
18,206
+5,888
3849
$1.4M ﹤0.01%
31,750
+16,057
3850
$1.4M ﹤0.01%
557,280
-325,338