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
401
$325M 0.04%
1,912,000
-208,492
402
$325M 0.04%
2,936,431
-128,234
403
$324M 0.04%
3,251,829
-666,549
404
$324M 0.04%
911,100
-5,215
405
$324M 0.04%
27,832,515
-27,651,908
406
$323M 0.04%
3,801,173
+2,285,608
407
$322M 0.04%
7,149,625
-1,321,245
408
$322M 0.04%
3,463,387
+114,635
409
$321M 0.04%
6,907,559
-1,054,610
410
$318M 0.04%
10,817,915
+2,009,178
411
$317M 0.04%
2,335,664
-328,592
412
$313M 0.04%
3,717,704
+152,110
413
$313M 0.04%
3,011,991
-581,444
414
$310M 0.04%
4,152,303
+44,376
415
$307M 0.03%
2,995,683
-50,368
416
$306M 0.03%
6,130,940
-1,204,936
417
$305M 0.03%
1,627,455
-105,505
418
$304M 0.03%
976,993
-11,628
419
$302M 0.03%
740,817
+41,288
420
$301M 0.03%
895,011
+189,986
421
$298M 0.03%
9,606,650
-9,950
422
$298M 0.03%
2,040,124
+225,950
423
$297M 0.03%
5,893,893
-1,197,186
424
$295M 0.03%
3,479,383
+491,674
425
$295M 0.03%
119,475
-90,362