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
1401
$32.4M ﹤0.01%
1,538,960
-521,934
1402
$32.4M ﹤0.01%
1,055,398
-171,874
1403
$32.4M ﹤0.01%
1,133,071
-397,973
1404
$32.4M ﹤0.01%
195,053
+97,599
1405
$32.3M ﹤0.01%
3,202,803
-85,747
1406
$32.3M ﹤0.01%
2,428,815
-4,660,225
1407
$32.3M ﹤0.01%
577,973
+22,155
1408
$32.2M ﹤0.01%
854,810
+385,257
1409
$32.2M ﹤0.01%
1,562,795
+1,227,878
1410
$31.9M ﹤0.01%
353,916
-27,299
1411
$31.9M ﹤0.01%
309,950
-6,666
1412
$31.9M ﹤0.01%
165,107
+2,397
1413
$31.8M ﹤0.01%
3,273,354
+10,524
1414
$31.8M ﹤0.01%
2,908,997
-1,139,837
1415
$31.7M ﹤0.01%
796,040
+24,150
1416
$31.6M ﹤0.01%
231,272
+43,482
1417
$31.4M ﹤0.01%
1,949,571
-197,604
1418
$31.4M ﹤0.01%
1,051,615
-667,242
1419
$31.3M ﹤0.01%
552,376
-75,533
1420
$31.2M ﹤0.01%
442,480
-43,533
1421
$31.2M ﹤0.01%
572,426
+83,200
1422
$31.1M ﹤0.01%
378,507
-3,729
1423
$30.9M ﹤0.01%
455,016
+82,759
1424
$30.9M ﹤0.01%
1,515,789
+762,982
1425
$30.8M ﹤0.01%
1,372,755
+1,173,065