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
4076
$1.02M ﹤0.01%
110,683
-48,429
4077
$1.02M ﹤0.01%
73,984
+8,362
4078
$1.02M ﹤0.01%
36,846
-74,968
4079
$1.02M ﹤0.01%
25,236
+9,245
4080
$1.01M ﹤0.01%
205,403
+91,419
4081
$1.01M ﹤0.01%
99,684
+38,315
4082
$1.01M ﹤0.01%
29,083
+7,105
4083
$1.01M ﹤0.01%
100,000
4084
$1.01M ﹤0.01%
99,999
4085
$1.01M ﹤0.01%
99,999
4086
$1.01M ﹤0.01%
107,106
-55,756
4087
$1.01M ﹤0.01%
29,277
+2,787
4088
$1.01M ﹤0.01%
56,938
-348,390
4089
$1.01M ﹤0.01%
100,000
4090
$1.01M ﹤0.01%
85,554
+9,243
4091
$1M ﹤0.01%
99,996
4092
$1M ﹤0.01%
99,996
4093
$1M ﹤0.01%
24,701
+13,508
4094
$1M ﹤0.01%
92,617
+28,055
4095
$1M ﹤0.01%
230,609
+43,947
4096
$1M ﹤0.01%
99,999
4097
$1M ﹤0.01%
53,729
+16,782
4098
$1M ﹤0.01%
297,864
+13,570
4099
$1M ﹤0.01%
11,991
-4,994
4100
$1,000K ﹤0.01%
51,676
+17,279