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
$842B
AUM Growth
-$28.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,214
New
Increased
Reduced
Closed

Top Sells

1 +$5.3B
2 +$3.4B
3 +$3.18B
4
VTV icon
Vanguard Value ETF
VTV
+$2.7B
5
NVDA icon
NVIDIA
NVDA
+$2.4B

Sector Composition

1 Technology 13.87%
2 Financials 7.47%
3 Healthcare 7.43%
4 Consumer Discretionary 6.09%
5 Industrials 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2526
$7.24M ﹤0.01%
24,535
-9,384
2527
$7.22M ﹤0.01%
77,172
-4,049
2528
$7.21M ﹤0.01%
436,841
+6,050
2529
$7.19M ﹤0.01%
1,031,275
+777,697
2530
$7.17M ﹤0.01%
114,622
-279,064
2531
$7.17M ﹤0.01%
174,917
-118,656
2532
$7.17M ﹤0.01%
253,006
-170,426
2533
$7.15M ﹤0.01%
800,239
-82,480
2534
$7.14M ﹤0.01%
282,146
-7,854
2535
$7.13M ﹤0.01%
227,890
-1,692,180
2536
$7.12M ﹤0.01%
146,509
-58,909
2537
$7.12M ﹤0.01%
152,127
-61,200
2538
$7.12M ﹤0.01%
211,743
+13,052
2539
$7.1M ﹤0.01%
2,783,695
+624,854
2540
$7.09M ﹤0.01%
106,618
-11,355
2541
$7.09M ﹤0.01%
346,210
+925
2542
$7.08M ﹤0.01%
768,234
-300,775
2543
$7.08M ﹤0.01%
311,320
+3,571
2544
$7.07M ﹤0.01%
238,556
+7,082
2545
$7.01M ﹤0.01%
201,273
-67,604
2546
$7.01M ﹤0.01%
107,356
-41,409
2547
$7M ﹤0.01%
502,969
+224,114
2548
$6.99M ﹤0.01%
124,159
-4,191
2549
$6.97M ﹤0.01%
220,088
-2,258,538
2550
$6.96M ﹤0.01%
112,596
+976