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
2701
$5.89M ﹤0.01%
+54,892
2702
$5.89M ﹤0.01%
256,011
+188,211
2703
$5.88M ﹤0.01%
168,057
-139,004
2704
$5.87M ﹤0.01%
514,616
+178,221
2705
$5.87M ﹤0.01%
86,200
-119,120
2706
$5.85M ﹤0.01%
1,032,350
-508,489
2707
$5.85M ﹤0.01%
717,994
-140,808
2708
$5.82M ﹤0.01%
166,236
+31,109
2709
$5.82M ﹤0.01%
187,721
-6,093
2710
$5.78M ﹤0.01%
194,678
+17,975
2711
$5.78M ﹤0.01%
522,179
+58,644
2712
$5.78M ﹤0.01%
234,294
-55,074
2713
$5.77M ﹤0.01%
203,404
+35,290
2714
$5.76M ﹤0.01%
133,701
-302,539
2715
$5.74M ﹤0.01%
1,750,957
+482,151
2716
$5.74M ﹤0.01%
84,591
+7,240
2717
$5.73M ﹤0.01%
162,830
+66,690
2718
$5.73M ﹤0.01%
587,263
+60,681
2719
$5.72M ﹤0.01%
382,415
-42,270
2720
$5.72M ﹤0.01%
301,251
-50,704
2721
$5.72M ﹤0.01%
302,826
-80,885
2722
$5.72M ﹤0.01%
72,033
+31,333
2723
$5.71M ﹤0.01%
552,085
-730,226
2724
$5.71M ﹤0.01%
405,333
-5,148
2725
$5.71M ﹤0.01%
243,424
+182,522