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
1701
$20.4M ﹤0.01%
708,160
+123,720
1702
$20.4M ﹤0.01%
439,334
-741
1703
$20.4M ﹤0.01%
613,189
-317,577
1704
$20.4M ﹤0.01%
785,495
+50,807
1705
$20.4M ﹤0.01%
186,107
-60,544
1706
$20.3M ﹤0.01%
795,342
+578,033
1707
$20.3M ﹤0.01%
282,351
+69,979
1708
$20.3M ﹤0.01%
855,314
-247,019
1709
$20.3M ﹤0.01%
418,763
+147,408
1710
$20.3M ﹤0.01%
602,571
+370,904
1711
$20.2M ﹤0.01%
327,238
+42,637
1712
$20.2M ﹤0.01%
948,610
-196,435
1713
$20.2M ﹤0.01%
154,519
-4,235
1714
$20.2M ﹤0.01%
524,870
-8,196
1715
$20.2M ﹤0.01%
759,763
+280,750
1716
$20.1M ﹤0.01%
215,536
+83,320
1717
$20.1M ﹤0.01%
899,021
+56,737
1718
$20.1M ﹤0.01%
849,056
+49,074
1719
$20.1M ﹤0.01%
328,891
-96,016
1720
$20M ﹤0.01%
253,396
+11,617
1721
$20M ﹤0.01%
249,582
-26,447
1722
$20M ﹤0.01%
2,166,947
+1,306,913
1723
$19.9M ﹤0.01%
1,996,549
+1,614,061
1724
$19.9M ﹤0.01%
153,784
-6,532
1725
$19.9M ﹤0.01%
415,753
-93,556