Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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
176
$965M 0.11%
52,427,869
+1,568,602
177
$961M 0.11%
16,435,388
-964,422
178
$952M 0.11%
4,971,568
-187,295
179
$951M 0.11%
20,863,826
+854,152
180
$950M 0.11%
13,013,290
+1,634,881
181
$950M 0.11%
9,360,530
-191,046
182
$947M 0.11%
18,931,857
+249,831
183
$934M 0.11%
16,599,940
-3,239,884
184
$932M 0.11%
12,661,852
+2,901,581
185
$930M 0.11%
7,552,047
-2,993,024
186
$929M 0.11%
10,775,751
+868,594
187
$928M 0.11%
2,384,628
-24,057
188
$926M 0.11%
9,514,237
+283,839
189
$916M 0.1%
11,032,643
+2,362,134
190
$915M 0.1%
13,526,512
-1,116,760
191
$915M 0.1%
20,223,491
-6,141,761
192
$909M 0.1%
2,744,842
-1,234
193
$901M 0.1%
4,932,072
-277,593
194
$886M 0.1%
2,000,690
+52,184
195
$870M 0.1%
5,100,029
-12,025
196
$868M 0.1%
4,873,894
-142,435
197
$865M 0.1%
13,158,089
-188,844
198
$862M 0.1%
20,869,354
-3,833,178
199
$862M 0.1%
6,212,849
-10,714
200
$861M 0.1%
14,950,990
-1,694,825