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
3851
$1.4M ﹤0.01%
81,876
+7,318
3852
$1.39M ﹤0.01%
504,752
-221,128
3853
$1.39M ﹤0.01%
256,366
-79,588
3854
$1.39M ﹤0.01%
89,721
+17,188
3855
$1.39M ﹤0.01%
36,442
-458
3856
$1.38M ﹤0.01%
104,985
+65,947
3857
$1.38M ﹤0.01%
37,387
+735
3858
$1.38M ﹤0.01%
23,660
-17,197
3859
$1.38M ﹤0.01%
79,781
-9,098
3860
$1.38M ﹤0.01%
43,011
+15,000
3861
$1.37M ﹤0.01%
188,411
-54,995
3862
$1.37M ﹤0.01%
48,656
-22,671
3863
$1.37M ﹤0.01%
34,465
+13,407
3864
$1.37M ﹤0.01%
135,600
3865
$1.36M ﹤0.01%
83,533
-4,091
3866
$1.36M ﹤0.01%
1,109,350
+1,041,132
3867
$1.36M ﹤0.01%
72,911
+25,349
3868
$1.36M ﹤0.01%
73,443
-24,779
3869
$1.36M ﹤0.01%
146,291
-2,802
3870
$1.36M ﹤0.01%
130,256
+12,445
3871
$1.36M ﹤0.01%
132,002
+61,220
3872
$1.35M ﹤0.01%
128,577
+23,866
3873
$1.35M ﹤0.01%
60,560
+19,551
3874
$1.35M ﹤0.01%
265,959
+64,740
3875
$1.35M ﹤0.01%
196,444
+196,434