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
2151
$11.3M ﹤0.01%
401,961
-24,149
2152
$11.3M ﹤0.01%
247,136
-35,748
2153
$11.3M ﹤0.01%
232,470
+148,458
2154
$11.3M ﹤0.01%
840,425
+105,715
2155
$11.3M ﹤0.01%
348,085
-28,233
2156
$11.3M ﹤0.01%
611,514
+245,360
2157
$11.3M ﹤0.01%
879,202
+161,195
2158
$11.2M ﹤0.01%
239,775
-5,422
2159
$11.2M ﹤0.01%
509,775
+94,515
2160
$11.2M ﹤0.01%
1,352,451
+315,343
2161
$11.2M ﹤0.01%
588,632
+194,892
2162
$11.2M ﹤0.01%
402,926
+23,953
2163
$11.2M ﹤0.01%
519,365
+416,860
2164
$11.1M ﹤0.01%
341,170
+7,328
2165
$11.1M ﹤0.01%
1,168,816
-75,114
2166
$11.1M ﹤0.01%
236,237
+61,868
2167
$11.1M ﹤0.01%
537,889
-22,270
2168
$11.1M ﹤0.01%
141,190
-8,473
2169
$11.1M ﹤0.01%
175,952
+8,300
2170
$11.1M ﹤0.01%
1,149,747
-32,607
2171
$11.1M ﹤0.01%
202,389
+132,069
2172
$11.1M ﹤0.01%
332,413
-34,906
2173
$11.1M ﹤0.01%
311,328
-7,024
2174
$11M ﹤0.01%
162,706
+14,049
2175
$11M ﹤0.01%
101,523
-312,876