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
2201
$10.6M ﹤0.01%
181,485
+2,711
2202
$10.6M ﹤0.01%
1,342,871
-125,222
2203
$10.6M ﹤0.01%
210,344
-21,603
2204
$10.6M ﹤0.01%
156,159
-1,515
2205
$10.6M ﹤0.01%
897,050
-76,582
2206
$10.6M ﹤0.01%
452,151
+24,645
2207
$10.6M ﹤0.01%
661,472
+190,641
2208
$10.6M ﹤0.01%
656,446
+12,520
2209
$10.6M ﹤0.01%
292,132
+28,790
2210
$10.5M ﹤0.01%
72,933
-1,880
2211
$10.5M ﹤0.01%
936,272
+168,315
2212
$10.5M ﹤0.01%
441,415
+224,037
2213
$10.5M ﹤0.01%
197,606
-3,971
2214
$10.5M ﹤0.01%
133,621
+22,399
2215
$10.5M ﹤0.01%
411,216
-1,053,608
2216
$10.5M ﹤0.01%
1,643,890
-312,630
2217
$10.4M ﹤0.01%
322,827
-69,754
2218
$10.4M ﹤0.01%
31,690
+20,682
2219
$10.4M ﹤0.01%
54,408
+1,722
2220
$10.4M ﹤0.01%
1,024,762
+742,314
2221
$10.4M ﹤0.01%
512,362
-55,175
2222
$10.4M ﹤0.01%
1,802,765
+235,360
2223
$10.4M ﹤0.01%
712,724
+131,521
2224
$10.4M ﹤0.01%
619,384
+24,270
2225
$10.3M ﹤0.01%
160,104
+3,164