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
1001
$64.5M 0.01%
1,662,194
+285,730
1002
$64.3M 0.01%
1,041,904
-87,380
1003
$64.2M 0.01%
308,650
+74,158
1004
$64M 0.01%
409,019
-18,811
1005
$63.7M 0.01%
7,096,969
-109,637
1006
$63.4M 0.01%
493,620
-12,702
1007
$63.1M 0.01%
1,143,557
+52,045
1008
$62.9M 0.01%
1,511,558
+453,333
1009
$62.7M 0.01%
1,028,267
+115,585
1010
$62.6M 0.01%
973,559
-133,222
1011
$62.6M 0.01%
1,072,442
+93,722
1012
$62.5M 0.01%
683,736
+515,754
1013
$62.4M 0.01%
4,180,800
+1,363,992
1014
$62.3M 0.01%
3,564,304
-199,628
1015
$62.2M 0.01%
1,525,255
+65,287
1016
$62.1M 0.01%
945,515
+65,725
1017
$62M 0.01%
922,090
-86,552
1018
$62M 0.01%
2,067,717
+90,446
1019
$62M 0.01%
825,340
-1,356,504
1020
$61.7M 0.01%
6,207,232
+5,335,450
1021
$61.7M 0.01%
681,589
+166,508
1022
$61.6M 0.01%
559,675
-35,569
1023
$61.5M 0.01%
3,218,746
-2,557,441
1024
$61.4M 0.01%
203,101
-88,100
1025
$61.3M 0.01%
1,819,184
-73,950