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
1851
$16.4M ﹤0.01%
234,775
+28,753
1852
$16.4M ﹤0.01%
302,261
+47,771
1853
$16.4M ﹤0.01%
332,667
-190,532
1854
$16.3M ﹤0.01%
734,231
+103,023
1855
$16.3M ﹤0.01%
304,063
+38,845
1856
$16.3M ﹤0.01%
303,789
+79,771
1857
$16.3M ﹤0.01%
1,171,657
-443,753
1858
$16.2M ﹤0.01%
168,603
+58,991
1859
$16.2M ﹤0.01%
478,915
-164,575
1860
$16.2M ﹤0.01%
516,881
+24,150
1861
$16.1M ﹤0.01%
211,815
-13,202
1862
$16.1M ﹤0.01%
717,535
+101,952
1863
$16.1M ﹤0.01%
789,804
+14,486
1864
$16M ﹤0.01%
349,154
+85,215
1865
$15.9M ﹤0.01%
1,401,160
-43,800
1866
$15.9M ﹤0.01%
646,652
-231,008
1867
$15.9M ﹤0.01%
799,368
+185,073
1868
$15.9M ﹤0.01%
248,097
+77
1869
$15.9M ﹤0.01%
303,078
-3,416
1870
$15.9M ﹤0.01%
566,108
-426,862
1871
$15.9M ﹤0.01%
314,340
-451
1872
$15.8M ﹤0.01%
981,863
-178,137
1873
$15.8M ﹤0.01%
238,632
-6,147
1874
$15.8M ﹤0.01%
2,759,336
-233,897
1875
$15.8M ﹤0.01%
480,363
-5,392