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
501
$228M 0.03%
2,926,299
+76,455
502
$226M 0.03%
4,461,487
+369,379
503
$226M 0.03%
2,681,265
-292,849
504
$225M 0.03%
932,546
-60,907
505
$225M 0.03%
1,275,562
-50,187
506
$224M 0.03%
355,582
+1,110
507
$223M 0.03%
9,745,967
-889,103
508
$222M 0.03%
2,900,290
-204,987
509
$221M 0.03%
673,046
+346,654
510
$220M 0.03%
10,501,514
+75,398
511
$220M 0.03%
5,588,484
+48,059
512
$218M 0.02%
5,510,195
+612,155
513
$218M 0.02%
9,942,552
-36,037
514
$217M 0.02%
2,897,350
-13,531
515
$215M 0.02%
1,576,726
+46,645
516
$215M 0.02%
1,532,702
+58,396
517
$213M 0.02%
1,247,978
+23,409
518
$213M 0.02%
4,731,121
-11,188,125
519
$212M 0.02%
628,378
-9,016
520
$212M 0.02%
2,799,533
-274,744
521
$212M 0.02%
2,572,412
+822,028
522
$211M 0.02%
2,248,390
+235,388
523
$211M 0.02%
2,567,441
+367,640
524
$210M 0.02%
1,504,903
+64,408
525
$210M 0.02%
447,410
-67,165