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
2376
$8.53M ﹤0.01%
128,655
+94,740
2377
$8.53M ﹤0.01%
175,493
+75,839
2378
$8.52M ﹤0.01%
506,399
+41,060
2379
$8.51M ﹤0.01%
234,632
-15,827
2380
$8.49M ﹤0.01%
415,530
-16,072
2381
$8.46M ﹤0.01%
289,514
-16,992
2382
$8.46M ﹤0.01%
1,368,817
-59,044
2383
$8.44M ﹤0.01%
213,992
-23,139
2384
$8.43M ﹤0.01%
85,143
+2,320
2385
$8.42M ﹤0.01%
33,853
+11,508
2386
$8.41M ﹤0.01%
82,439
+58,614
2387
$8.4M ﹤0.01%
196,840
+16,771
2388
$8.38M ﹤0.01%
43,961
+25,130
2389
$8.37M ﹤0.01%
262,665
+47,225
2390
$8.37M ﹤0.01%
208,348
+28,527
2391
$8.37M ﹤0.01%
306,109
+28,363
2392
$8.37M ﹤0.01%
646,732
+1,086
2393
$8.37M ﹤0.01%
444,789
-225,147
2394
$8.35M ﹤0.01%
94,014
-2,521
2395
$8.34M ﹤0.01%
329,273
+98,346
2396
$8.33M ﹤0.01%
850,094
+39,831
2397
$8.32M ﹤0.01%
365,193
+119,734
2398
$8.32M ﹤0.01%
+237,311
2399
$8.31M ﹤0.01%
58,604
-15,552
2400
$8.31M ﹤0.01%
199,739
-15,517