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
4026
$1.09M ﹤0.01%
46,006
+80
4027
$1.09M ﹤0.01%
29,340
+14,333
4028
$1.09M ﹤0.01%
122,767
+12,810
4029
$1.09M ﹤0.01%
22,937
+4,314
4030
$1.09M ﹤0.01%
10,546
+1,281
4031
$1.09M ﹤0.01%
12,968
+1,572
4032
$1.08M ﹤0.01%
105,746
-1,944
4033
$1.08M ﹤0.01%
165,984
+25,043
4034
$1.08M ﹤0.01%
100,613
+1,876
4035
$1.08M ﹤0.01%
121,548
-70,622
4036
$1.08M ﹤0.01%
161,283
+69,056
4037
$1.08M ﹤0.01%
57,037
+17,144
4038
$1.08M ﹤0.01%
141,324
-26,053
4039
$1.08M ﹤0.01%
97,114
+3,972
4040
$1.08M ﹤0.01%
106,260
-142,712
4041
$1.08M ﹤0.01%
36,601
-7,026
4042
$1.07M ﹤0.01%
43,011
-5,115
4043
$1.07M ﹤0.01%
116,948
+67,959
4044
$1.07M ﹤0.01%
97,770
-109,866
4045
$1.07M ﹤0.01%
10,546
+692
4046
$1.07M ﹤0.01%
40,899
+39,519
4047
$1.07M ﹤0.01%
120,476
+404
4048
$1.07M ﹤0.01%
147,380
+51,222
4049
$1.07M ﹤0.01%
20,033
+10,162
4050
$1.06M ﹤0.01%
110,691
+32,765