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
4051
$1.06M ﹤0.01%
103,955
+38,596
4052
$1.06M ﹤0.01%
206,181
-8,512
4053
$1.06M ﹤0.01%
37,078
-2,474
4054
$1.06M ﹤0.01%
21,636
+9,665
4055
$1.06M ﹤0.01%
69,639
-101,158
4056
$1.06M ﹤0.01%
43,301
+14,800
4057
$1.05M ﹤0.01%
565,974
+228,005
4058
$1.05M ﹤0.01%
45,304
+8,558
4059
$1.05M ﹤0.01%
55,950
-30,375
4060
$1.04M ﹤0.01%
40,897
-8,082
4061
$1.04M ﹤0.01%
29,686
-1,992
4062
$1.04M ﹤0.01%
220,409
-163,976
4063
$1.04M ﹤0.01%
170,085
-37,551
4064
$1.04M ﹤0.01%
146,530
-909
4065
$1.03M ﹤0.01%
202,460
+201,460
4066
$1.03M ﹤0.01%
75,142
+72,953
4067
$1.03M ﹤0.01%
44,706
+8,915
4068
$1.03M ﹤0.01%
100,000
4069
$1.03M ﹤0.01%
19,629
-2,209
4070
$1.03M ﹤0.01%
40,907
+6,968
4071
$1.03M ﹤0.01%
101,895
4072
$1.03M ﹤0.01%
18,836
-7,395
4073
$1.03M ﹤0.01%
100,886
4074
$1.02M ﹤0.01%
19,874
-11,098
4075
$1.02M ﹤0.01%
100,999