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
851
$87.9M 0.01%
1,507,937
+18,326
852
$87.8M 0.01%
5,203,425
-2,189,399
853
$87.3M 0.01%
3,389,004
+1,438,394
854
$86.9M 0.01%
7,803,289
-450,911
855
$86.5M 0.01%
1,807,408
+178,674
856
$86.2M 0.01%
59,629
-3,224
857
$86M 0.01%
1,555,109
+109,658
858
$85.9M 0.01%
1,737,923
+469,010
859
$85.8M 0.01%
597,963
-247,752
860
$85.8M 0.01%
1,819,305
+525,157
861
$85.8M 0.01%
1,255,148
+33,495
862
$85.7M 0.01%
3,187,970
+1,766,746
863
$85.4M 0.01%
2,099,917
+97,142
864
$85.3M 0.01%
973,234
+119,814
865
$85.2M 0.01%
1,873,857
-35,149
866
$84.9M 0.01%
8,955,850
-3,078,463
867
$84.8M 0.01%
3,787,984
-1,400,420
868
$84.7M 0.01%
4,136,176
+588,000
869
$84.7M 0.01%
2,586,828
+31,645
870
$84.4M 0.01%
2,922,806
+705,132
871
$84.4M 0.01%
243,655
-27,861
872
$84.3M 0.01%
970,338
+6,239
873
$84.3M 0.01%
3,137,967
-259,504
874
$84.2M 0.01%
2,656,220
+100
875
$84.1M 0.01%
770,124
+410,940