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
4826
$320K ﹤0.01%
2,035
+142
4827
$319K ﹤0.01%
92,503
-208,697
4828
$318K ﹤0.01%
25,000
-1,273
4829
$318K ﹤0.01%
20,563
+1,129
4830
$317K ﹤0.01%
9,508
+5,067
4831
$316K ﹤0.01%
11,501
+6,250
4832
$316K ﹤0.01%
11,469
+5,429
4833
$316K ﹤0.01%
88,142
+34,973
4834
$315K ﹤0.01%
40,441
-3,715
4835
$315K ﹤0.01%
12,873
+1,464
4836
$314K ﹤0.01%
48,917
-89,200
4837
$313K ﹤0.01%
13,621
+11,075
4838
$313K ﹤0.01%
30,113
-33,535
4839
$313K ﹤0.01%
55,621
+30,716
4840
$311K ﹤0.01%
26,712
+10,765
4841
$309K ﹤0.01%
26,087
+8,737
4842
$309K ﹤0.01%
42,579
+13
4843
$308K ﹤0.01%
22,681
+19,549
4844
$308K ﹤0.01%
27,584
+2,584
4845
$308K ﹤0.01%
10,470
+5,637
4846
$308K ﹤0.01%
129,815
-147,335
4847
$307K ﹤0.01%
10,646
-1,205
4848
$306K ﹤0.01%
17,974
+10,101
4849
$305K ﹤0.01%
6,879
+6,689
4850
$305K ﹤0.01%
29,958
-3,270