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
1726
$19.9M ﹤0.01%
791,033
+333,943
1727
$19.9M ﹤0.01%
212,139
+42,828
1728
$19.9M ﹤0.01%
144,270
-16,757
1729
$19.8M ﹤0.01%
661,111
-41,895
1730
$19.8M ﹤0.01%
1,036,217
-58,847
1731
$19.8M ﹤0.01%
3,098,891
-289,950
1732
$19.7M ﹤0.01%
70,525
-5,719
1733
$19.7M ﹤0.01%
321,171
+74,840
1734
$19.7M ﹤0.01%
2,477,989
+175,577
1735
$19.6M ﹤0.01%
1,108,446
+187,630
1736
$19.6M ﹤0.01%
160,881
-76,772
1737
$19.5M ﹤0.01%
113,825
+5,280
1738
$19.5M ﹤0.01%
1,360,845
-784,931
1739
$19.5M ﹤0.01%
845,171
-228,402
1740
$19.5M ﹤0.01%
990,651
+222,234
1741
$19.5M ﹤0.01%
457,158
-86,239
1742
$19.5M ﹤0.01%
131,843
-135
1743
$19.3M ﹤0.01%
542,034
+268,244
1744
$19.3M ﹤0.01%
521,007
-59,133
1745
$19.3M ﹤0.01%
534,032
-15,351
1746
$19.3M ﹤0.01%
788,425
-159,535
1747
$19.2M ﹤0.01%
1,075,117
-30,608
1748
$19.2M ﹤0.01%
295,232
-403,712
1749
$19.1M ﹤0.01%
306,936
-33,953
1750
$19M ﹤0.01%
3,648,049
+349,346