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
3951
$1.19M ﹤0.01%
232,710
-42,649
3952
$1.19M ﹤0.01%
45,870
+23,130
3953
$1.19M ﹤0.01%
338,596
+328,655
3954
$1.18M ﹤0.01%
353,300
+64,437
3955
$1.18M ﹤0.01%
57,346
-243,253
3956
$1.18M ﹤0.01%
86,895
+42,112
3957
$1.18M ﹤0.01%
328,131
-273,118
3958
$1.18M ﹤0.01%
6,265
+979
3959
$1.18M ﹤0.01%
145,590
+101,878
3960
$1.18M ﹤0.01%
40,233
+21,161
3961
$1.18M ﹤0.01%
177,775
+145,044
3962
$1.17M ﹤0.01%
45,884
-5,521
3963
$1.17M ﹤0.01%
106,060
+67,723
3964
$1.17M ﹤0.01%
44,180
-33,138
3965
$1.17M ﹤0.01%
23,754
-19,194
3966
$1.17M ﹤0.01%
45,815
-11,365
3967
$1.17M ﹤0.01%
71,632
+46,662
3968
$1.16M ﹤0.01%
134,593
+32,734
3969
$1.16M ﹤0.01%
32,385
+17,032
3970
$1.16M ﹤0.01%
69,420
+19,759
3971
$1.16M ﹤0.01%
42,739
-10,882
3972
$1.16M ﹤0.01%
39,127
-75,345
3973
$1.16M ﹤0.01%
50,359
+15,488
3974
$1.16M ﹤0.01%
212,992
+57,344
3975
$1.16M ﹤0.01%
66,465
-38,406