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
4676
$427K ﹤0.01%
30,733
-16,741
4677
$427K ﹤0.01%
17,909
+6,013
4678
$427K ﹤0.01%
11,020
-18,644
4679
$426K ﹤0.01%
32,650
4680
$426K ﹤0.01%
78,091
-58,672
4681
$424K ﹤0.01%
92,338
+66,461
4682
$423K ﹤0.01%
32,667
+1,203
4683
$422K ﹤0.01%
12,532
+9,774
4684
$422K ﹤0.01%
30,373
+3,164
4685
$420K ﹤0.01%
55,098
-4,027
4686
$420K ﹤0.01%
57,633
+27,815
4687
$416K ﹤0.01%
14,121
-3,353
4688
$415K ﹤0.01%
35,766
-15,053
4689
$415K ﹤0.01%
14,762
+5,162
4690
$414K ﹤0.01%
32,935
+132
4691
$414K ﹤0.01%
15,188
-6,733
4692
$412K ﹤0.01%
21,301
-49,056
4693
$410K ﹤0.01%
109,252
+38,395
4694
$410K ﹤0.01%
+87,876
4695
$409K ﹤0.01%
21,303
-3,462
4696
$408K ﹤0.01%
40,965
+1,758
4697
$408K ﹤0.01%
19,817
+7,701
4698
$406K ﹤0.01%
+64,259
4699
$405K ﹤0.01%
62,299
-19,481
4700
$404K ﹤0.01%
15,810
+3,971