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
951
$72M 0.01%
2,096,389
+82,087
952
$71.7M 0.01%
813,164
-64,439
953
$71.7M 0.01%
222,422
-28,561
954
$71.6M 0.01%
339,454
-178,529
955
$71.6M 0.01%
599,346
-111,085
956
$71.5M 0.01%
757,834
+44,642
957
$71.1M 0.01%
1,380,381
+72,418
958
$71.1M 0.01%
2,382,021
+511,933
959
$71M 0.01%
1,257,912
+1,032,044
960
$71M 0.01%
2,874,061
+778,983
961
$70.6M 0.01%
1,468,286
-334,976
962
$70.5M 0.01%
1,121,058
+325,262
963
$70.4M 0.01%
3,494,435
+715,881
964
$70.1M 0.01%
948,105
+27,290
965
$70.1M 0.01%
1,541,954
+610,483
966
$69.9M 0.01%
1,885,058
-745,984
967
$69.8M 0.01%
211,295
-52,937
968
$69.8M 0.01%
2,814,498
-710,946
969
$69.7M 0.01%
840,533
+89,979
970
$69.5M 0.01%
2,324,260
-516,748
971
$69.1M 0.01%
314,007
+12,501
972
$69M 0.01%
949,953
+95,008
973
$68.9M 0.01%
2,007,780
+1,516,084
974
$68.7M 0.01%
1,455,749
+1,218,294
975
$68.7M 0.01%
1,187,113
-51,305