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
2801
$5.19M ﹤0.01%
63,288
+10,282
2802
$5.16M ﹤0.01%
206,883
+81,307
2803
$5.14M ﹤0.01%
100,744
+51,953
2804
$5.13M ﹤0.01%
374,197
+114,675
2805
$5.11M ﹤0.01%
209,022
+136,621
2806
$5.11M ﹤0.01%
73,647
-21,590
2807
$5.11M ﹤0.01%
223,388
+24,736
2808
$5.1M ﹤0.01%
67,261
-28,420
2809
$5.1M ﹤0.01%
707,439
-69,866
2810
$5.09M ﹤0.01%
108,431
-11,134
2811
$5.09M ﹤0.01%
189,320
+162,265
2812
$5.08M ﹤0.01%
350,088
+5,623
2813
$5.08M ﹤0.01%
491,625
2814
$5.07M ﹤0.01%
589,359
+30,371
2815
$5.07M ﹤0.01%
639,354
+590,697
2816
$5.07M ﹤0.01%
476,117
+40,292
2817
$5.06M ﹤0.01%
523,517
-368,901
2818
$5.06M ﹤0.01%
161,474
+104,084
2819
$5.05M ﹤0.01%
51,109
-296,155
2820
$5.04M ﹤0.01%
80,680
+16,491
2821
$5.04M ﹤0.01%
536,574
+284,420
2822
$5.04M ﹤0.01%
360,206
2823
$5.03M ﹤0.01%
192,226
-130,896
2824
$5.01M ﹤0.01%
492,000
2825
$5.01M ﹤0.01%
101,005
+97,894