Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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
226
$702M 0.08%
9,980,415
+52,780
227
$702M 0.08%
7,964,910
+447,099
228
$697M 0.08%
13,898,407
-225,039
229
$693M 0.08%
10,210,921
-1,545,803
230
$692M 0.08%
5,453,900
+72,105
231
$690M 0.08%
2,300,425
-65,804
232
$686M 0.08%
7,160,344
+1,466,028
233
$685M 0.08%
9,197,126
-1,883,628
234
$685M 0.08%
8,863,904
-77,452
235
$684M 0.08%
6,566,153
+1,291,687
236
$683M 0.08%
17,964,025
-144,094
237
$676M 0.08%
6,492,730
+121,896
238
$674M 0.08%
10,965,349
-106,884
239
$674M 0.08%
2,757,184
+12,517
240
$668M 0.08%
7,965,681
+226,227
241
$658M 0.08%
1,695,371
+15,374
242
$658M 0.08%
7,872,965
+556,659
243
$657M 0.07%
14,065,544
+837,947
244
$657M 0.07%
14,403,808
+2,395,861
245
$656M 0.07%
9,679,804
-1,957,110
246
$651M 0.07%
7,583,753
+601,855
247
$649M 0.07%
1,730,329
-20,243
248
$649M 0.07%
19,736,887
+6,607,918
249
$646M 0.07%
1,927,728
-139,973
250
$645M 0.07%
893,682
-154,802