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
2501
$7.22M ﹤0.01%
216,420
+6,978
2502
$7.21M ﹤0.01%
18,635
+16,955
2503
$7.2M ﹤0.01%
339,587
-42,913
2504
$7.2M ﹤0.01%
502,242
-51,894
2505
$7.2M ﹤0.01%
390,298
+109,746
2506
$7.19M ﹤0.01%
323,134
+139,058
2507
$7.19M ﹤0.01%
664,260
+302,447
2508
$7.19M ﹤0.01%
720,000
2509
$7.18M ﹤0.01%
1,362,623
+467,576
2510
$7.17M ﹤0.01%
167,403
-12,677
2511
$7.17M ﹤0.01%
132,994
-24,992
2512
$7.14M ﹤0.01%
334,568
+19,297
2513
$7.14M ﹤0.01%
161,508
-1,119
2514
$7.14M ﹤0.01%
96,909
+9,548
2515
$7.13M ﹤0.01%
138,389
+5,625
2516
$7.13M ﹤0.01%
84,182
-22,928
2517
$7.12M ﹤0.01%
442,200
-73,460
2518
$7.12M ﹤0.01%
1,022,236
+236,769
2519
$7.11M ﹤0.01%
476,329
-4,403
2520
$7.11M ﹤0.01%
639,490
-44,996
2521
$7.11M ﹤0.01%
630,821
-409,385
2522
$7.1M ﹤0.01%
169,753
-39,518
2523
$7.09M ﹤0.01%
665,683
+76,109
2524
$7.09M ﹤0.01%
292,028
-572,928
2525
$7.09M ﹤0.01%
471,807
+34,966