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
1201
$43.8M 0.01%
956,098
-308,788
1202
$43.8M 0.01%
596,393
+10,045
1203
$43.6M 0.01%
263,063
+14,358
1204
$43.5M 0.01%
1,500,423
+438,182
1205
$43.5M 0.01%
705,653
+316,345
1206
$43.5M 0.01%
1,305,153
+25,266
1207
$43.4M ﹤0.01%
302,457
-30,776
1208
$43.4M ﹤0.01%
3,325,856
+78,435
1209
$43.4M ﹤0.01%
507,009
-57,792
1210
$43.3M ﹤0.01%
472,607
-878,447
1211
$43.2M ﹤0.01%
928,719
-226,651
1212
$43.1M ﹤0.01%
522,138
+11,868
1213
$43.1M ﹤0.01%
757,048
+176,267
1214
$42.9M ﹤0.01%
589,739
-7,802
1215
$42.7M ﹤0.01%
1,657,305
+637,979
1216
$42.6M ﹤0.01%
3,350,522
-92,295
1217
$42.6M ﹤0.01%
1,166,700
+68,138
1218
$42.5M ﹤0.01%
2,319,556
+1,127,385
1219
$42.4M ﹤0.01%
519,013
+4,840
1220
$42.4M ﹤0.01%
3,878,712
-219,728
1221
$42.3M ﹤0.01%
1,052,158
+87,006
1222
$42.1M ﹤0.01%
370,531
+90
1223
$42.1M ﹤0.01%
482,782
-231,909
1224
$41.9M ﹤0.01%
463,526
+32,631
1225
$41.8M ﹤0.01%
334,947
-57,541