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
1601
$23.8M ﹤0.01%
6,660,709
+1,003,304
1602
$23.8M ﹤0.01%
1,719,072
-179,026
1603
$23.7M ﹤0.01%
415,673
-239,962
1604
$23.7M ﹤0.01%
882,567
+63,123
1605
$23.7M ﹤0.01%
251,331
+33,018
1606
$23.7M ﹤0.01%
168,195
-114,139
1607
$23.7M ﹤0.01%
272,231
+121,940
1608
$23.7M ﹤0.01%
150,351
-17,827
1609
$23.7M ﹤0.01%
283,307
+12,520
1610
$23.6M ﹤0.01%
260,823
-206,288
1611
$23.6M ﹤0.01%
757,376
+248,886
1612
$23.5M ﹤0.01%
694,808
+459,427
1613
$23.4M ﹤0.01%
671,743
+12,979
1614
$23.4M ﹤0.01%
553,465
-939,609
1615
$23.4M ﹤0.01%
849,925
-87,773
1616
$23.2M ﹤0.01%
959,099
+192,563
1617
$23.2M ﹤0.01%
92,131
+1,138
1618
$23.1M ﹤0.01%
297,666
+215,344
1619
$23.1M ﹤0.01%
2,696,218
+233,579
1620
$23M ﹤0.01%
367,470
+32,266
1621
$22.9M ﹤0.01%
5,014,720
+2,674,116
1622
$22.8M ﹤0.01%
855,756
+53,887
1623
$22.8M ﹤0.01%
574,332
-14,214
1624
$22.8M ﹤0.01%
650,233
-120,639
1625
$22.8M ﹤0.01%
644,279
-13,857