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
651
$147M 0.02%
4,690,725
-18,744
652
$146M 0.02%
1,221,514
+62,000
653
$146M 0.02%
668,685
+41,744
654
$145M 0.02%
1,921,311
-43,529
655
$144M 0.02%
988,777
+17,807
656
$144M 0.02%
629,761
+10,985
657
$143M 0.02%
3,252,917
-63,749
658
$143M 0.02%
5,937,331
-340,507
659
$142M 0.02%
3,513,513
-6,276,534
660
$142M 0.02%
1,457,924
-18,184
661
$142M 0.02%
1,009,214
+9,765
662
$141M 0.02%
1,753,015
+40,568
663
$141M 0.02%
5,803,050
+994,534
664
$140M 0.02%
745,186
-132,221
665
$140M 0.02%
1,423,878
+17,856
666
$140M 0.02%
3,081,626
+359,911
667
$140M 0.02%
2,198,846
+189,441
668
$139M 0.02%
3,326,013
-261,638
669
$139M 0.02%
3,581,706
+1,609,917
670
$139M 0.02%
1,606,866
+363,766
671
$138M 0.02%
19,588,003
+7,134,675
672
$138M 0.02%
2,624,167
-4,722,345
673
$138M 0.02%
586,007
-113,824
674
$138M 0.02%
2,192,090
-7,111
675
$137M 0.02%
496,337
-72,464