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
451
$273M 0.03%
5,398,001
-6,990,523
452
$272M 0.03%
7,244,576
+154,758
453
$270M 0.03%
1,557,828
-155,251
454
$267M 0.03%
1,220,313
+257,767
455
$267M 0.03%
4,520,391
-8,292,474
456
$266M 0.03%
17,459,850
-911,505
457
$265M 0.03%
2,911,709
-371,781
458
$265M 0.03%
872,236
-346,091
459
$265M 0.03%
5,353,046
+1,143,805
460
$264M 0.03%
3,871,232
+614,913
461
$262M 0.03%
6,543,139
-75,470
462
$260M 0.03%
4,750,308
-448,594
463
$259M 0.03%
2,007,616
+120,467
464
$258M 0.03%
3,394,179
-80,849
465
$258M 0.03%
5,272,802
-10,708,706
466
$255M 0.03%
4,604,418
+208,300
467
$255M 0.03%
3,038,024
+545,092
468
$254M 0.03%
2,727,306
+1,100,514
469
$253M 0.03%
6,649,568
+423,838
470
$253M 0.03%
2,071,580
-190,913
471
$253M 0.03%
5,320,978
+150,879
472
$252M 0.03%
5,388,670
-176,572
473
$251M 0.03%
1,135,615
+114,685
474
$251M 0.03%
624,454
-28,301
475
$250M 0.03%
3,306,432
+620,034