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
4376
$682K ﹤0.01%
95,602
+37,288
4377
$678K ﹤0.01%
163,868
-79,093
4378
$676K ﹤0.01%
107,842
+35,066
4379
$673K ﹤0.01%
30,000
4380
$670K ﹤0.01%
11,548
-714
4381
$670K ﹤0.01%
36,193
+12,615
4382
$669K ﹤0.01%
29,725
-289
4383
$668K ﹤0.01%
61,586
+462
4384
$666K ﹤0.01%
23,680
-3,781
4385
$666K ﹤0.01%
1,641
-1,404
4386
$663K ﹤0.01%
21,464
-71,314
4387
$660K ﹤0.01%
80,598
-39,118
4388
$658K ﹤0.01%
59,954
-17,591
4389
$657K ﹤0.01%
184,649
+153,840
4390
$657K ﹤0.01%
91,616
+88,936
4391
$654K ﹤0.01%
115,722
-357
4392
$653K ﹤0.01%
68,066
+35,636
4393
$649K ﹤0.01%
28,821
-101
4394
$648K ﹤0.01%
126,898
+103,495
4395
$647K ﹤0.01%
95,865
+73,475
4396
$644K ﹤0.01%
19,569
+10,459
4397
$643K ﹤0.01%
18,525
+9,889
4398
$640K ﹤0.01%
74,687
-514,975
4399
$638K ﹤0.01%
39,604
+2,634
4400
$637K ﹤0.01%
8,220
-5,004