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
2551
$6.95M ﹤0.01%
148,919
-82,502
2552
$6.94M ﹤0.01%
540,009
+31,880
2553
$6.93M ﹤0.01%
123,841
+496
2554
$6.92M ﹤0.01%
614,436
-12,852
2555
$6.91M ﹤0.01%
138,745
-14,814
2556
$6.91M ﹤0.01%
46,492
+1,156
2557
$6.9M ﹤0.01%
103,811
+16,456
2558
$6.87M ﹤0.01%
287,306
-103,946
2559
$6.86M ﹤0.01%
777,263
-20,895
2560
$6.85M ﹤0.01%
310,157
-5,145
2561
$6.84M ﹤0.01%
98,636
-154,061
2562
$6.83M ﹤0.01%
108,083
-40,317
2563
$6.83M ﹤0.01%
300,208
+19,925
2564
$6.8M ﹤0.01%
347,788
-383,966
2565
$6.77M ﹤0.01%
236,114
-762,389
2566
$6.76M ﹤0.01%
249,533
-123,079
2567
$6.76M ﹤0.01%
473,172
+121,427
2568
$6.75M ﹤0.01%
185,514
-138,287
2569
$6.75M ﹤0.01%
75,440
-61,484
2570
$6.74M ﹤0.01%
474,393
-18,941
2571
$6.74M ﹤0.01%
157,516
-96,507
2572
$6.74M ﹤0.01%
312,678
-40,962
2573
$6.74M ﹤0.01%
72,016
-19,792
2574
$6.73M ﹤0.01%
466,089
-52,022
2575
$6.71M ﹤0.01%
116,967
+26,186