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
2726
$5.7M ﹤0.01%
352,342
-16,869
2727
$5.7M ﹤0.01%
256,086
-383,000
2728
$5.69M ﹤0.01%
102,956
-6,240
2729
$5.69M ﹤0.01%
332,258
+134,783
2730
$5.68M ﹤0.01%
556,756
-391
2731
$5.67M ﹤0.01%
61,195
+7,134
2732
$5.65M ﹤0.01%
560,000
2733
$5.64M ﹤0.01%
248,431
+94,711
2734
$5.64M ﹤0.01%
552,552
-275,913
2735
$5.64M ﹤0.01%
337,448
+88,892
2736
$5.64M ﹤0.01%
127,356
+3,414
2737
$5.63M ﹤0.01%
560,000
2738
$5.62M ﹤0.01%
451,782
+100,567
2739
$5.62M ﹤0.01%
560,999
2740
$5.61M ﹤0.01%
317,827
-129,683
2741
$5.61M ﹤0.01%
308,142
+52,755
2742
$5.6M ﹤0.01%
246,320
-12,961
2743
$5.6M ﹤0.01%
198,529
+25,550
2744
$5.6M ﹤0.01%
219,226
+21,435
2745
$5.6M ﹤0.01%
182,259
-30,669
2746
$5.59M ﹤0.01%
306,745
+173,193
2747
$5.58M ﹤0.01%
9,243
+3,203
2748
$5.58M ﹤0.01%
57,885
+39,987
2749
$5.57M ﹤0.01%
348,891
+80,905
2750
$5.57M ﹤0.01%
926,363
+211,300