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
2251
$9.94M ﹤0.01%
354,024
+23,013
2252
$9.93M ﹤0.01%
248,296
+14,351
2253
$9.92M ﹤0.01%
617,573
-134,152
2254
$9.91M ﹤0.01%
251,491
+12,714
2255
$9.91M ﹤0.01%
487,644
-32,131
2256
$9.9M ﹤0.01%
473,635
-75,802
2257
$9.89M ﹤0.01%
349,369
-106,078
2258
$9.88M ﹤0.01%
104,578
-89
2259
$9.88M ﹤0.01%
60,256
+6,816
2260
$9.84M ﹤0.01%
877,275
-44,006
2261
$9.78M ﹤0.01%
967,180
2262
$9.77M ﹤0.01%
250,236
-5,820
2263
$9.76M ﹤0.01%
197,520
-31,215
2264
$9.76M ﹤0.01%
227,724
+43,314
2265
$9.73M ﹤0.01%
592,702
+88,912
2266
$9.73M ﹤0.01%
286,350
-45,631
2267
$9.71M ﹤0.01%
3,947,570
+3,256,947
2268
$9.7M ﹤0.01%
102,461
-7,159
2269
$9.69M ﹤0.01%
583,817
-58,929
2270
$9.69M ﹤0.01%
741,838
-85,595
2271
$9.69M ﹤0.01%
1,131,750
-176,980
2272
$9.69M ﹤0.01%
515,465
2273
$9.65M ﹤0.01%
526,722
+34,044
2274
$9.64M ﹤0.01%
425,044
+10,557
2275
$9.64M ﹤0.01%
4,084,721
+1,772,187