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
3926
$1.23M ﹤0.01%
103,698
-2,946
3927
$1.23M ﹤0.01%
100,816
+22,669
3928
$1.23M ﹤0.01%
11,085
-619
3929
$1.23M ﹤0.01%
274,169
+28,769
3930
$1.23M ﹤0.01%
163,736
-9,914
3931
$1.23M ﹤0.01%
207,988
-49,993
3932
$1.23M ﹤0.01%
129,418
-326,552
3933
$1.23M ﹤0.01%
289,316
+182,100
3934
$1.23M ﹤0.01%
52,847
+6,727
3935
$1.22M ﹤0.01%
94,109
+40,627
3936
$1.22M ﹤0.01%
576,100
-21,999
3937
$1.22M ﹤0.01%
47,934
-44,180
3938
$1.21M ﹤0.01%
107,853
-23,183
3939
$1.21M ﹤0.01%
20,162
-3,626
3940
$1.21M ﹤0.01%
+156,297
3941
$1.21M ﹤0.01%
26,262
+5,396
3942
$1.21M ﹤0.01%
68,207
-9,752
3943
$1.2M ﹤0.01%
120,000
3944
$1.2M ﹤0.01%
62,126
+21,795
3945
$1.2M ﹤0.01%
89,897
-100,575
3946
$1.2M ﹤0.01%
26,230
-14,936
3947
$1.2M ﹤0.01%
40,982
+5,442
3948
$1.19M ﹤0.01%
86,683
+24,692
3949
$1.19M ﹤0.01%
225,080
-1,095,935
3950
$1.19M ﹤0.01%
7,135
-137