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
476
$250M 0.03%
10,113,169
-1,691,710
477
$249M 0.03%
8,981,050
+449,600
478
$248M 0.03%
7,256,924
-447,460
479
$246M 0.03%
2,751,402
+199,088
480
$246M 0.03%
2,437,737
+26,346
481
$246M 0.03%
2,995,968
-1,531,228
482
$246M 0.03%
6,832,595
+1,761,530
483
$245M 0.03%
10,155,130
-1,380,396
484
$245M 0.03%
14,429,107
-1,796,723
485
$245M 0.03%
4,157,105
-7,897
486
$243M 0.03%
2,851,250
+193,627
487
$242M 0.03%
2,675,940
-326,903
488
$239M 0.03%
4,841,669
-166,287
489
$238M 0.03%
1,794,876
-822
490
$238M 0.03%
4,175,206
-224,404
491
$237M 0.03%
117,595
-22,803
492
$234M 0.03%
4,839,934
+154,862
493
$233M 0.03%
658,909
+46,865
494
$232M 0.03%
2,003,946
+166,800
495
$232M 0.03%
13,326,796
+332,392
496
$232M 0.03%
1,480,237
-1,454,653
497
$230M 0.03%
5,364,971
-341,248
498
$229M 0.03%
1,239,596
-28,585
499
$229M 0.03%
4,618,566
+280,148
500
$228M 0.03%
5,802,943
+710,079