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
2351
$8.81M ﹤0.01%
134,987
-11,316
2352
$8.81M ﹤0.01%
1,000,729
+377,784
2353
$8.8M ﹤0.01%
255,784
-21,604
2354
$8.8M ﹤0.01%
205,887
-12,902
2355
$8.78M ﹤0.01%
406,566
+374,412
2356
$8.77M ﹤0.01%
482,288
-45,744
2357
$8.76M ﹤0.01%
212,454
-6,007
2358
$8.76M ﹤0.01%
101,264
+14,279
2359
$8.74M ﹤0.01%
625,965
-140,973
2360
$8.73M ﹤0.01%
345,236
-114,025
2361
$8.72M ﹤0.01%
118,370
-2,228
2362
$8.71M ﹤0.01%
94,655
-17,874
2363
$8.71M ﹤0.01%
529,636
+267,432
2364
$8.71M ﹤0.01%
709,159
-459,396
2365
$8.7M ﹤0.01%
289,816
-113,414
2366
$8.69M ﹤0.01%
215,066
+116,787
2367
$8.66M ﹤0.01%
1,482,846
+212,084
2368
$8.65M ﹤0.01%
310,451
+9,983
2369
$8.63M ﹤0.01%
632,370
+310,205
2370
$8.6M ﹤0.01%
1,795,247
-799,117
2371
$8.59M ﹤0.01%
509,138
+57,312
2372
$8.57M ﹤0.01%
122,322
-309,953
2373
$8.56M ﹤0.01%
80,451
+17,136
2374
$8.56M ﹤0.01%
211,010
-15,216
2375
$8.56M ﹤0.01%
166,899
+22,917