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
1251
$40.2M ﹤0.01%
1,313,718
+233,700
1252
$40.2M ﹤0.01%
1,936,951
+150,730
1253
$40.1M ﹤0.01%
491,967
+14,203
1254
$40.1M ﹤0.01%
2,016,874
-303,178
1255
$40M ﹤0.01%
954,658
+152,216
1256
$39.9M ﹤0.01%
168,028
+10,074
1257
$39.9M ﹤0.01%
2,262,678
-467,984
1258
$39.9M ﹤0.01%
193,839
-4,922
1259
$39.7M ﹤0.01%
815,442
+93,570
1260
$39.6M ﹤0.01%
981,320
-63,537
1261
$39.6M ﹤0.01%
517,643
+6,311
1262
$39.6M ﹤0.01%
104,479
+34,655
1263
$39.5M ﹤0.01%
168,431
-4,429
1264
$39.5M ﹤0.01%
1,122,758
-588,914
1265
$39.5M ﹤0.01%
1,433,386
+667,108
1266
$39.3M ﹤0.01%
1,403,708
-121,145
1267
$39.3M ﹤0.01%
2,668,855
-656,065
1268
$39.1M ﹤0.01%
2,114,647
-613,569
1269
$39M ﹤0.01%
2,529,982
-545,409
1270
$39M ﹤0.01%
908,868
-45,797
1271
$39M ﹤0.01%
2,191,152
+178,019
1272
$39M ﹤0.01%
32,906
-1,619
1273
$39M ﹤0.01%
348,289
+10,048
1274
$39M ﹤0.01%
1,053,442
+43,547
1275
$38.9M ﹤0.01%
3,755,041
-921,119