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
2651
$6.24M ﹤0.01%
297,496
-122,683
2652
$6.24M ﹤0.01%
620,000
2653
$6.23M ﹤0.01%
195,508
-17,288
2654
$6.23M ﹤0.01%
693,388
+31,906
2655
$6.23M ﹤0.01%
87,840
-2,974
2656
$6.22M ﹤0.01%
718,775
+51,775
2657
$6.22M ﹤0.01%
+257,302
2658
$6.22M ﹤0.01%
331,521
+9,875
2659
$6.2M ﹤0.01%
246,647
+74,648
2660
$6.19M ﹤0.01%
185,921
-10,181
2661
$6.19M ﹤0.01%
272,518
-198,374
2662
$6.18M ﹤0.01%
793,902
+411,640
2663
$6.18M ﹤0.01%
150,081
-38,755
2664
$6.18M ﹤0.01%
262,819
-3,909
2665
$6.18M ﹤0.01%
249,426
+40,459
2666
$6.18M ﹤0.01%
90,813
+25,668
2667
$6.17M ﹤0.01%
578,378
+378,175
2668
$6.16M ﹤0.01%
1,604,626
+1,597,765
2669
$6.16M ﹤0.01%
610,000
2670
$6.16M ﹤0.01%
409,547
-55,219
2671
$6.15M ﹤0.01%
610,000
2672
$6.14M ﹤0.01%
145,216
+3,343
2673
$6.14M ﹤0.01%
224,745
-114,774
2674
$6.14M ﹤0.01%
607,650
2675
$6.13M ﹤0.01%
140,927
+82,081