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
1226
$41.8M ﹤0.01%
1,090,476
-59,020
1227
$41.7M ﹤0.01%
1,667,194
+405,352
1228
$41.7M ﹤0.01%
1,684,068
-6,794
1229
$41.6M ﹤0.01%
713,007
-154,189
1230
$41.6M ﹤0.01%
1,745,492
-1,819,727
1231
$41.5M ﹤0.01%
1,458,840
+158,336
1232
$41.5M ﹤0.01%
298,888
+152,652
1233
$41.4M ﹤0.01%
897,492
-49,856
1234
$41.2M ﹤0.01%
1,710,457
-43,321
1235
$41.1M ﹤0.01%
1,366,238
+33,299
1236
$41M ﹤0.01%
740,390
-504,514
1237
$41M ﹤0.01%
1,666,222
-636,898
1238
$40.9M ﹤0.01%
1,264,937
-231,553
1239
$40.8M ﹤0.01%
696,954
-174,243
1240
$40.8M ﹤0.01%
2,292,558
-197,406
1241
$40.8M ﹤0.01%
3,049,866
+204,651
1242
$40.8M ﹤0.01%
2,267,412
+220,759
1243
$40.8M ﹤0.01%
2,382,533
-3,540,843
1244
$40.7M ﹤0.01%
1,873,556
-345,218
1245
$40.7M ﹤0.01%
550,791
-88,358
1246
$40.6M ﹤0.01%
1,377,878
+162,968
1247
$40.4M ﹤0.01%
382,080
+1,794
1248
$40.3M ﹤0.01%
772,664
-27,624
1249
$40.3M ﹤0.01%
1,151,726
-58,208
1250
$40.2M ﹤0.01%
1,327,109
+633,687