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
2601
$6.61M ﹤0.01%
94,936
-448,293
2602
$6.6M ﹤0.01%
3,043,307
+2,685,828
2603
$6.6M ﹤0.01%
199,228
+59,831
2604
$6.59M ﹤0.01%
71,212
+13,758
2605
$6.59M ﹤0.01%
182,453
-148,789
2606
$6.57M ﹤0.01%
2,014,346
+318,803
2607
$6.56M ﹤0.01%
457,326
-10,927
2608
$6.56M ﹤0.01%
473,714
+120,025
2609
$6.54M ﹤0.01%
154,143
+39,785
2610
$6.54M ﹤0.01%
534,565
-122,245
2611
$6.53M ﹤0.01%
513,064
-60,900
2612
$6.53M ﹤0.01%
527,689
+84,526
2613
$6.53M ﹤0.01%
4,064
+1,156
2614
$6.51M ﹤0.01%
644,500
2615
$6.51M ﹤0.01%
580,558
-21,976
2616
$6.49M ﹤0.01%
100,573
+5,985
2617
$6.48M ﹤0.01%
59,385
-23,255
2618
$6.47M ﹤0.01%
143,963
+43,924
2619
$6.46M ﹤0.01%
237,881
-21,134
2620
$6.46M ﹤0.01%
469,123
+176,284
2621
$6.46M ﹤0.01%
167,550
+27,877
2622
$6.45M ﹤0.01%
72,612
+4,888
2623
$6.45M ﹤0.01%
845,812
+310,483
2624
$6.43M ﹤0.01%
454,448
+43,725
2625
$6.42M ﹤0.01%
214,354
-699