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
2401
$8.3M ﹤0.01%
75,277
+44,021
2402
$8.29M ﹤0.01%
141,464
-121,462
2403
$8.27M ﹤0.01%
351,880
+15,192
2404
$8.24M ﹤0.01%
166,604
-21,299
2405
$8.23M ﹤0.01%
1,055,207
+1,036,300
2406
$8.23M ﹤0.01%
156,287
-3,184
2407
$8.21M ﹤0.01%
888,816
-395,053
2408
$8.21M ﹤0.01%
286,704
-6,785
2409
$8.21M ﹤0.01%
1,654,874
+468,537
2410
$8.21M ﹤0.01%
412,981
-60,677
2411
$8.19M ﹤0.01%
130,178
+28,153
2412
$8.19M ﹤0.01%
233,745
+115,968
2413
$8.16M ﹤0.01%
215,950
-11,218
2414
$8.15M ﹤0.01%
81,914
+21,188
2415
$8.14M ﹤0.01%
142,684
+7,673
2416
$8.09M ﹤0.01%
356,346
+117,197
2417
$8.09M ﹤0.01%
693,197
+302,094
2418
$8.07M ﹤0.01%
250,319
-1,772
2419
$8.07M ﹤0.01%
519,821
+198,326
2420
$8.05M ﹤0.01%
166,420
-11,433
2421
$8.02M ﹤0.01%
631,147
+43,912
2422
$8.02M ﹤0.01%
786,600
2423
$8.01M ﹤0.01%
298,100
+20,742
2424
$8M ﹤0.01%
270,698
+23,870
2425
$7.99M ﹤0.01%
326,722
-36,570