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
801
$99.8M 0.01%
3,539,000
-742,454
802
$99.3M 0.01%
2,139,532
-162,560
803
$98M 0.01%
730,616
+17,637
804
$97.7M 0.01%
1,589,602
+243,046
805
$97.4M 0.01%
2,184,682
-482,374
806
$97.4M 0.01%
5,272,936
-540,585
807
$97.2M 0.01%
1,475,479
-114,766
808
$96.9M 0.01%
1,358,213
+1,067,435
809
$96.4M 0.01%
3,508,418
-918,830
810
$96M 0.01%
1,577,135
-356,370
811
$95.9M 0.01%
1,419,773
+80,706
812
$95.7M 0.01%
5,591,118
+3,276,529
813
$94.5M 0.01%
1,413,144
+20,014
814
$94.2M 0.01%
1,201,285
+109,382
815
$93.6M 0.01%
2,628,083
-92,470
816
$93.5M 0.01%
1,026,406
-70,364
817
$93.3M 0.01%
892,652
+33,172
818
$93.3M 0.01%
1,998,440
+144,279
819
$93M 0.01%
3,132,409
+50,668
820
$93M 0.01%
3,710,753
-195,470
821
$93M 0.01%
2,671,195
+2,090,812
822
$93M 0.01%
680,767
-66,960
823
$92.8M 0.01%
1,765,361
+89,854
824
$92.7M 0.01%
972,609
+144,249
825
$92.7M 0.01%
531,612
+28,251