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
1551
$25.6M ﹤0.01%
520,310
-58,374
1552
$25.6M ﹤0.01%
326,264
+185,343
1553
$25.6M ﹤0.01%
619,753
-189,641
1554
$25.5M ﹤0.01%
3,184,199
+333,173
1555
$25.5M ﹤0.01%
720,535
+599,509
1556
$25.4M ﹤0.01%
291,150
+21,851
1557
$25.4M ﹤0.01%
2,023,481
+8,903
1558
$25.4M ﹤0.01%
2,150,326
+143,787
1559
$25.4M ﹤0.01%
1,532,016
-203,471
1560
$25.3M ﹤0.01%
257,154
-63,954
1561
$25.3M ﹤0.01%
1,316,346
+888,995
1562
$25.2M ﹤0.01%
934,543
+496,643
1563
$25M ﹤0.01%
774,508
-69,610
1564
$24.9M ﹤0.01%
1,010,348
+101,697
1565
$24.9M ﹤0.01%
243,666
-167,666
1566
$24.8M ﹤0.01%
536,490
+244,809
1567
$24.8M ﹤0.01%
447,686
+325,791
1568
$24.7M ﹤0.01%
453,949
+436,029
1569
$24.7M ﹤0.01%
1,004,502
-45,710
1570
$24.7M ﹤0.01%
556,469
-33,039
1571
$24.7M ﹤0.01%
289,059
-33,591
1572
$24.6M ﹤0.01%
1,016,291
+66,929
1573
$24.6M ﹤0.01%
1,003,040
+330,571
1574
$24.5M ﹤0.01%
354,300
+102,526
1575
$24.5M ﹤0.01%
908,348
+7,356