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
2576
$6.7M ﹤0.01%
548,653
-114,529
2577
$6.7M ﹤0.01%
453,503
+11,785
2578
$6.7M ﹤0.01%
73,809
-86,694
2579
$6.67M ﹤0.01%
394,606
+103,189
2580
$6.67M ﹤0.01%
188,547
-14,124
2581
$6.66M ﹤0.01%
431,567
+49,820
2582
$6.66M ﹤0.01%
114,482
-101,673
2583
$6.66M ﹤0.01%
137,678
-14,887
2584
$6.65M ﹤0.01%
135,117
-12,638
2585
$6.63M ﹤0.01%
829,129
-165,834
2586
$6.63M ﹤0.01%
324,791
+33,512
2587
$6.62M ﹤0.01%
188,424
-42,642
2588
$6.62M ﹤0.01%
211,256
-29,523
2589
$6.61M ﹤0.01%
293,822
+78,808
2590
$6.6M ﹤0.01%
193,656
-9,726
2591
$6.6M ﹤0.01%
266,861
+21,441
2592
$6.6M ﹤0.01%
269,682
+259,963
2593
$6.6M ﹤0.01%
114,944
+508
2594
$6.59M ﹤0.01%
151,388
-62,673
2595
$6.59M ﹤0.01%
265,769
-32,862
2596
$6.59M ﹤0.01%
134,376
-5,339
2597
$6.57M ﹤0.01%
1,097,651
-284,176
2598
$6.57M ﹤0.01%
76,996
-10,359
2599
$6.57M ﹤0.01%
141,340
+71,984
2600
$6.56M ﹤0.01%
446,110
-86,880