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
1926
$15M ﹤0.01%
521,857
+82,862
1927
$15M ﹤0.01%
639,648
-7,984
1928
$15M ﹤0.01%
773,852
-427,928
1929
$14.9M ﹤0.01%
319,638
+16,004
1930
$14.9M ﹤0.01%
575,270
-13,228
1931
$14.9M ﹤0.01%
1,317,289
+363,134
1932
$14.9M ﹤0.01%
655,810
+108,278
1933
$14.9M ﹤0.01%
551,261
+174,203
1934
$14.9M ﹤0.01%
2,399,746
+651,642
1935
$14.9M ﹤0.01%
701,002
+134,160
1936
$14.8M ﹤0.01%
1,141,155
+532,204
1937
$14.8M ﹤0.01%
322,769
+89,802
1938
$14.8M ﹤0.01%
938,568
+588,007
1939
$14.8M ﹤0.01%
370,224
+55,823
1940
$14.8M ﹤0.01%
413,107
-120,050
1941
$14.8M ﹤0.01%
136,934
-3,135
1942
$14.7M ﹤0.01%
434,277
+158,585
1943
$14.7M ﹤0.01%
1,598,163
-102,921
1944
$14.7M ﹤0.01%
336,081
+58,227
1945
$14.7M ﹤0.01%
197,607
-22,691
1946
$14.7M ﹤0.01%
769,508
+206,231
1947
$14.7M ﹤0.01%
75,511
-20,945
1948
$14.7M ﹤0.01%
618,098
-138,753
1949
$14.7M ﹤0.01%
236,368
+26,113
1950
$14.7M ﹤0.01%
193,657
+81,230