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
601
$172M 0.02%
408,796
-1,270
602
$172M 0.02%
3,151,383
-216,398
603
$171M 0.02%
1,506,499
+245,610
604
$171M 0.02%
1,800,293
+81,360
605
$171M 0.02%
6,974,582
+3,511,762
606
$171M 0.02%
1,435,543
-259,848
607
$170M 0.02%
1,618,433
-61,056
608
$170M 0.02%
609,781
+106,591
609
$169M 0.02%
733,672
-765,627
610
$169M 0.02%
1,614,712
+25,743
611
$169M 0.02%
4,872,944
-4,884,964
612
$167M 0.02%
524,548
-5,961
613
$167M 0.02%
417,392
+15,916
614
$167M 0.02%
1,409,029
-64,090
615
$166M 0.02%
1,168,339
+24,765
616
$166M 0.02%
1,474,408
-11,048
617
$166M 0.02%
11,655,414
-13,762,410
618
$165M 0.02%
1,475,302
-39,736
619
$165M 0.02%
2,677,283
+292,307
620
$165M 0.02%
6,753,404
+1,188,471
621
$162M 0.02%
4,753,519
-598,851
622
$162M 0.02%
907,209
+13,813
623
$161M 0.02%
545,940
-13,256
624
$160M 0.02%
3,596,827
+758,252
625
$160M 0.02%
7,401,587
+278,196