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
626
$159M 0.02%
1,082,739
-95,822
627
$158M 0.02%
7,483,132
+3,580,190
628
$158M 0.02%
1,616,626
-160,625
629
$158M 0.02%
7,703,089
+1,674,576
630
$156M 0.02%
4,376,029
+648,420
631
$155M 0.02%
6,301,818
-975,678
632
$155M 0.02%
646,039
+116,798
633
$155M 0.02%
183,069
-6,708
634
$154M 0.02%
7,964,275
+1,084,845
635
$154M 0.02%
1,164,858
-49,405
636
$153M 0.02%
2,148,233
+232,703
637
$153M 0.02%
1,874,676
+917,764
638
$153M 0.02%
876,212
+421,002
639
$152M 0.02%
4,999,108
+772,708
640
$152M 0.02%
2,623,445
+14,793
641
$151M 0.02%
3,024,112
-1,595,531
642
$148M 0.02%
4,594,850
-142,304
643
$148M 0.02%
722,787
-168,528
644
$148M 0.02%
3,152,353
+1,304,977
645
$148M 0.02%
4,997,630
-51,688
646
$147M 0.02%
5,038,362
+566,257
647
$147M 0.02%
1,966,730
-1,507,907
648
$147M 0.02%
1,481,438
+15,495
649
$147M 0.02%
2,461,841
+1,227,667
650
$147M 0.02%
6,556,642
+1,402,627