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
2751
$5.57M ﹤0.01%
818,398
-76,888
2752
$5.56M ﹤0.01%
665,506
+217,759
2753
$5.56M ﹤0.01%
269,409
-40,070
2754
$5.55M ﹤0.01%
13,857
+5,694
2755
$5.55M ﹤0.01%
550,199
2756
$5.55M ﹤0.01%
302,888
-99,669
2757
$5.54M ﹤0.01%
550,000
2758
$5.54M ﹤0.01%
327,558
+122,590
2759
$5.53M ﹤0.01%
605,285
-4,677
2760
$5.52M ﹤0.01%
184,640
-8,994
2761
$5.52M ﹤0.01%
249,158
-119,425
2762
$5.51M ﹤0.01%
550,000
2763
$5.5M ﹤0.01%
540,300
2764
$5.5M ﹤0.01%
2,013,898
+1,290,815
2765
$5.48M ﹤0.01%
603,639
-196,929
2766
$5.47M ﹤0.01%
368,358
-218,634
2767
$5.46M ﹤0.01%
144,936
-18,616
2768
$5.45M ﹤0.01%
318,622
-30,303
2769
$5.45M ﹤0.01%
106,986
+72,539
2770
$5.44M ﹤0.01%
140,992
+25,659
2771
$5.44M ﹤0.01%
864,478
+500,817
2772
$5.43M ﹤0.01%
100,387
-13,065
2773
$5.43M ﹤0.01%
+390,862
2774
$5.42M ﹤0.01%
479,928
+99,875
2775
$5.42M ﹤0.01%
244,360
+175,770