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
926
$75.2M 0.01%
529,828
-93,744
927
$75.1M 0.01%
1,441,921
-1,415,071
928
$74.8M 0.01%
441,787
-80,730
929
$74.8M 0.01%
305,670
-208,087
930
$74.7M 0.01%
2,626,193
+209,677
931
$74.7M 0.01%
1,915,102
+110,605
932
$74.4M 0.01%
3,544,018
-210,500
933
$74.3M 0.01%
1,229,113
+196,437
934
$74.2M 0.01%
743,219
+82,930
935
$74.2M 0.01%
2,331,185
+256,127
936
$74.1M 0.01%
1,073,654
-51,477
937
$74M 0.01%
4,110,106
+893,189
938
$73.7M 0.01%
478,466
+80,638
939
$73.7M 0.01%
2,486,005
-190,128
940
$73.6M 0.01%
1,375,570
+313,530
941
$73.4M 0.01%
1,637,512
+4,124
942
$73.4M 0.01%
864,315
-37,031
943
$73.3M 0.01%
1,055,843
-57,915
944
$73.3M 0.01%
1,220,158
-1,461
945
$73.1M 0.01%
465,849
+56,655
946
$73.1M 0.01%
310,022
-4,798
947
$72.5M 0.01%
874,186
+183,554
948
$72.3M 0.01%
834,916
-36,318
949
$72.1M 0.01%
351,129
+19,078
950
$72.1M 0.01%
303,209
+65,400