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
4001
$1.12M ﹤0.01%
25,255
+12,685
4002
$1.12M ﹤0.01%
97,606
-14,339
4003
$1.12M ﹤0.01%
21,288
+15,536
4004
$1.12M ﹤0.01%
32,143
+1,948
4005
$1.12M ﹤0.01%
78,070
+13,002
4006
$1.12M ﹤0.01%
258,586
-208,473
4007
$1.12M ﹤0.01%
38,926
-2,796
4008
$1.12M ﹤0.01%
118,672
+49,814
4009
$1.12M ﹤0.01%
82,290
-514,873
4010
$1.12M ﹤0.01%
30,937
-27,889
4011
$1.12M ﹤0.01%
50,000
4012
$1.11M ﹤0.01%
28,835
-678
4013
$1.11M ﹤0.01%
25,843
+12,515
4014
$1.11M ﹤0.01%
179,457
-203,177
4015
$1.11M ﹤0.01%
48,359
+18,635
4016
$1.11M ﹤0.01%
834,114
+9,831
4017
$1.11M ﹤0.01%
20,890
-3,403
4018
$1.11M ﹤0.01%
73,376
+8,899
4019
$1.11M ﹤0.01%
109,843
-31,587
4020
$1.11M ﹤0.01%
34,520
+4,985
4021
$1.11M ﹤0.01%
273,005
+209,575
4022
$1.11M ﹤0.01%
166,424
-148,942
4023
$1.1M ﹤0.01%
110,000
4024
$1.1M ﹤0.01%
25,725
+436
4025
$1.1M ﹤0.01%
85,988
-14,728