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
1501
$27.4M ﹤0.01%
590,237
+498,420
1502
$27.3M ﹤0.01%
435,133
+79,147
1503
$27.3M ﹤0.01%
656,515
+127,162
1504
$27.3M ﹤0.01%
1,531,805
+616,098
1505
$27.3M ﹤0.01%
976,342
-309,185
1506
$27.3M ﹤0.01%
803,042
+279,848
1507
$27.3M ﹤0.01%
523,551
+440,292
1508
$27.2M ﹤0.01%
540,284
-63,405
1509
$27.2M ﹤0.01%
752,934
+5,841
1510
$27.2M ﹤0.01%
617,579
-12,936
1511
$27.2M ﹤0.01%
596,913
+72,581
1512
$27.2M ﹤0.01%
353,417
-137,200
1513
$27.1M ﹤0.01%
244,643
-21,012
1514
$27M ﹤0.01%
410,878
-55,472
1515
$27M ﹤0.01%
666,311
+179,280
1516
$27M ﹤0.01%
1,258,456
-1,827,906
1517
$26.9M ﹤0.01%
92,799
+52,439
1518
$26.9M ﹤0.01%
160,932
+13,253
1519
$26.9M ﹤0.01%
460,224
-36,215
1520
$26.8M ﹤0.01%
306,288
-28,751
1521
$26.7M ﹤0.01%
489,142
-313,555
1522
$26.7M ﹤0.01%
500,076
-496,108
1523
$26.7M ﹤0.01%
1,136,709
+222,534
1524
$26.5M ﹤0.01%
617,369
+49,814
1525
$26.5M ﹤0.01%
337,494
-3,174