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
526
$209M 0.02%
3,245,589
+213,981
527
$209M 0.02%
1,469,621
-78,525
528
$209M 0.02%
5,389,678
+17,002
529
$208M 0.02%
1,948,062
-360,906
530
$207M 0.02%
2,300,969
+953,773
531
$206M 0.02%
5,409,403
-295,200
532
$206M 0.02%
1,551,714
+60,691
533
$205M 0.02%
2,944,124
-412,069
534
$203M 0.02%
4,527,364
+2,459,794
535
$203M 0.02%
1,589,817
-382,912
536
$201M 0.02%
1,454,546
+42,030
537
$200M 0.02%
1,465,582
-1,358
538
$199M 0.02%
1,973,183
-8,062
539
$199M 0.02%
1,199,800
-202,798
540
$199M 0.02%
3,540,184
+57,881
541
$198M 0.02%
3,393,577
+1,800,840
542
$198M 0.02%
3,151,862
-38,027
543
$198M 0.02%
747,329
+229,071
544
$198M 0.02%
5,574,719
+273,461
545
$197M 0.02%
1,673,044
-28,542
546
$196M 0.02%
1,541,697
+272,935
547
$196M 0.02%
1,477,018
-67,391
548
$195M 0.02%
451,355
+14,690
549
$195M 0.02%
3,982,547
-320,821
550
$194M 0.02%
3,198,139
-36,736