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
2226
$10.3M ﹤0.01%
412,285
+185,845
2227
$10.3M ﹤0.01%
190,414
+12,818
2228
$10.3M ﹤0.01%
513,098
-116,072
2229
$10.3M ﹤0.01%
261,167
-56,843
2230
$10.3M ﹤0.01%
137,942
-50,675
2231
$10.3M ﹤0.01%
1,197,595
-81,617
2232
$10.2M ﹤0.01%
203,999
+33,465
2233
$10.2M ﹤0.01%
1,012,663
-2,639
2234
$10.2M ﹤0.01%
394,616
+50,630
2235
$10.2M ﹤0.01%
273,532
+25,451
2236
$10.2M ﹤0.01%
774,359
-1,243,017
2237
$10.2M ﹤0.01%
344,442
+133,861
2238
$10.2M ﹤0.01%
219,826
-55,839
2239
$10.2M ﹤0.01%
390,009
+5,638
2240
$10.2M ﹤0.01%
76,339
+6,149
2241
$10.1M ﹤0.01%
1,000,000
2242
$10.1M ﹤0.01%
349,782
+68,216
2243
$10.1M ﹤0.01%
1,000,000
2244
$10.1M ﹤0.01%
161,278
+51,464
2245
$10.1M ﹤0.01%
373,629
+221,690
2246
$10M ﹤0.01%
70,931
-6,135
2247
$10M ﹤0.01%
1,007,567
-192,800
2248
$9.98M ﹤0.01%
701,541
+67,849
2249
$9.98M ﹤0.01%
261,516
-42,073
2250
$9.94M ﹤0.01%
204,865
+61,305