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
2551
$6.92M ﹤0.01%
154,523
-7,956
2552
$6.92M ﹤0.01%
414,902
-44,374
2553
$6.92M ﹤0.01%
4,738,612
+3,703,418
2554
$6.92M ﹤0.01%
268,154
+14,976
2555
$6.91M ﹤0.01%
191,130
+9,234
2556
$6.91M ﹤0.01%
166,019
+12,402
2557
$6.9M ﹤0.01%
692,571
+97,155
2558
$6.9M ﹤0.01%
231,879
+39,504
2559
$6.89M ﹤0.01%
1,330,474
-1,680,614
2560
$6.89M ﹤0.01%
106,411
+43,435
2561
$6.88M ﹤0.01%
178,067
-16,106
2562
$6.87M ﹤0.01%
7,011,588
+3,725,349
2563
$6.87M ﹤0.01%
701,042
-178,950
2564
$6.87M ﹤0.01%
315,541
+300,267
2565
$6.87M ﹤0.01%
120,778
-37,932
2566
$6.87M ﹤0.01%
288,440
-19,333
2567
$6.87M ﹤0.01%
376,694
+15,767
2568
$6.86M ﹤0.01%
192,101
+974
2569
$6.83M ﹤0.01%
616,269
-39,294
2570
$6.83M ﹤0.01%
153,300
+22,310
2571
$6.83M ﹤0.01%
180,987
-24,303
2572
$6.83M ﹤0.01%
73,332
+10,238
2573
$6.83M ﹤0.01%
196,318
+103,663
2574
$6.82M ﹤0.01%
149,890
+47,633
2575
$6.81M ﹤0.01%
267,712
-34,416