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
4801
$342K ﹤0.01%
63,763
+35,474
4802
$341K ﹤0.01%
13,363
-3,067
4803
$340K ﹤0.01%
59,669
+19,290
4804
$338K ﹤0.01%
16,906
-1,400
4805
$335K ﹤0.01%
22,673
-105,238
4806
$335K ﹤0.01%
1,175
+977
4807
$333K ﹤0.01%
57,703
+24,245
4808
$333K ﹤0.01%
2,240
-536
4809
$332K ﹤0.01%
37,648
+18,414
4810
$331K ﹤0.01%
67,184
+122
4811
$330K ﹤0.01%
12,726
+2,341
4812
$329K ﹤0.01%
13,053
+12,213
4813
$329K ﹤0.01%
45,913
-22,475
4814
$329K ﹤0.01%
21,022
+6,596
4815
$327K ﹤0.01%
7,576
+4,547
4816
$327K ﹤0.01%
34,561
+25,312
4817
$327K ﹤0.01%
21,854
-32,635
4818
$325K ﹤0.01%
14,458
-2,685
4819
$324K ﹤0.01%
14,676
+13,174
4820
$324K ﹤0.01%
73,882
+27,213
4821
$323K ﹤0.01%
6,078
-250,805
4822
$322K ﹤0.01%
84,522
+71,405
4823
$321K ﹤0.01%
21,992
-58,110
4824
$321K ﹤0.01%
36,378
-5,425
4825
$321K ﹤0.01%
82,694
+33,026