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
876
$84M 0.01%
392,199
-22,540
877
$84M 0.01%
1,590,965
-756,089
878
$83.9M 0.01%
2,999,571
-2,602,988
879
$83.8M 0.01%
2,084,257
-134,383
880
$83.8M 0.01%
2,163,543
-108,700
881
$83.5M 0.01%
543,205
+29,824
882
$83.4M 0.01%
5,128,258
-849,107
883
$83M 0.01%
1,595,970
-400,352
884
$82.5M 0.01%
2,347,081
-197,603
885
$82.4M 0.01%
683,699
+98,456
886
$82.2M 0.01%
3,447,632
+998,493
887
$82.2M 0.01%
681,983
-44,974
888
$82.2M 0.01%
1,320,263
-3,595,087
889
$82.1M 0.01%
2,958,532
-8,087,740
890
$82.1M 0.01%
6,892,013
+231,714
891
$81.8M 0.01%
1,473,275
+4,109
892
$81.6M 0.01%
1,170,638
+19,671
893
$81.1M 0.01%
4,760,625
-690,936
894
$80.7M 0.01%
158,137
+29,238
895
$80.7M 0.01%
3,477,808
-193,867
896
$80.6M 0.01%
243,227
-20,506
897
$80.5M 0.01%
3,588,393
+2,383,836
898
$80.4M 0.01%
937,131
-112,687
899
$80.1M 0.01%
2,573,236
-37,091
900
$80M 0.01%
3,875,317
+3,112,649