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
1951
$14.6M ﹤0.01%
214,804
+88,485
1952
$14.6M ﹤0.01%
201,000
-165
1953
$14.6M ﹤0.01%
276,040
-6,798
1954
$14.6M ﹤0.01%
1,261,572
+80,790
1955
$14.6M ﹤0.01%
71,069
-33,400
1956
$14.5M ﹤0.01%
216,772
-456,464
1957
$14.5M ﹤0.01%
380,020
+40,457
1958
$14.5M ﹤0.01%
278,354
+690
1959
$14.5M ﹤0.01%
253,175
+52,064
1960
$14.5M ﹤0.01%
687,808
+561,720
1961
$14.4M ﹤0.01%
155,044
+61,894
1962
$14.4M ﹤0.01%
554,224
+118,271
1963
$14.4M ﹤0.01%
467,787
+235,341
1964
$14.4M ﹤0.01%
667,081
+70,806
1965
$14.4M ﹤0.01%
658,993
+96,108
1966
$14.3M ﹤0.01%
451,636
+30,841
1967
$14.3M ﹤0.01%
404,212
-309,618
1968
$14.3M ﹤0.01%
303,787
-21,571
1969
$14.3M ﹤0.01%
152,458
-14,393
1970
$14.3M ﹤0.01%
262,115
+220,852
1971
$14.3M ﹤0.01%
357,876
-92,264
1972
$14.3M ﹤0.01%
239,295
-36,277
1973
$14.2M ﹤0.01%
296,619
+190,164
1974
$14.2M ﹤0.01%
384,012
-97,872
1975
$14.2M ﹤0.01%
135,182
-13,507