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
2301
$9.33M ﹤0.01%
68,754
-5,170
2302
$9.32M ﹤0.01%
459,337
+52,627
2303
$9.32M ﹤0.01%
475,246
+63,712
2304
$9.31M ﹤0.01%
334,772
+114,555
2305
$9.29M ﹤0.01%
442,070
-58,067
2306
$9.28M ﹤0.01%
360,466
-5,107
2307
$9.27M ﹤0.01%
375,039
-871,130
2308
$9.25M ﹤0.01%
99,302
-47,444
2309
$9.25M ﹤0.01%
205,955
+15,327
2310
$9.23M ﹤0.01%
472,515
+126,495
2311
$9.22M ﹤0.01%
265,725
+179,064
2312
$9.21M ﹤0.01%
172,872
-12,644
2313
$9.21M ﹤0.01%
901,312
2314
$9.2M ﹤0.01%
157,762
-14,924
2315
$9.2M ﹤0.01%
608,317
-149,337
2316
$9.19M ﹤0.01%
85,484
+4,870
2317
$9.19M ﹤0.01%
125,981
+31,690
2318
$9.17M ﹤0.01%
153,443
+24,395
2319
$9.15M ﹤0.01%
299,056
+159,882
2320
$9.14M ﹤0.01%
223,979
+33,540
2321
$9.14M ﹤0.01%
210,591
+24,469
2322
$9.12M ﹤0.01%
271,732
-69,556
2323
$9.11M ﹤0.01%
271,434
+65,617
2324
$9.1M ﹤0.01%
731,997
-37,680
2325
$9.08M ﹤0.01%
458,696
+375,544