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
2076
$12.2M ﹤0.01%
252,642
-14,172
2077
$12.2M ﹤0.01%
861,470
+774,900
2078
$12.2M ﹤0.01%
669,129
-402,264
2079
$12.2M ﹤0.01%
1,481,990
+549,680
2080
$12.2M ﹤0.01%
114,317
-17,347
2081
$12.1M ﹤0.01%
213,435
+87,004
2082
$12.1M ﹤0.01%
166,665
-18,847
2083
$12.1M ﹤0.01%
209,019
+170,011
2084
$12.1M ﹤0.01%
390,588
-2,006,050
2085
$12.1M ﹤0.01%
385,844
-12,081
2086
$12.1M ﹤0.01%
196,045
-17,820
2087
$12.1M ﹤0.01%
1,142,559
-236,965
2088
$12.1M ﹤0.01%
122,381
+1,787
2089
$12.1M ﹤0.01%
460,668
-72,433
2090
$12.1M ﹤0.01%
169,721
-22,863
2091
$12.1M ﹤0.01%
897,956
+220,320
2092
$12M ﹤0.01%
979,305
+5,155
2093
$12M ﹤0.01%
714,541
-43,192
2094
$12M ﹤0.01%
989,751
-342,212
2095
$12M ﹤0.01%
336,825
+1,732
2096
$12M ﹤0.01%
537,874
+350,608
2097
$12M ﹤0.01%
154,187
-22,083
2098
$12M ﹤0.01%
574,871
-70,654
2099
$12M ﹤0.01%
1,430,234
+1,425,891
2100
$12M ﹤0.01%
141,565
-9,534