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
2601
$6.56M ﹤0.01%
404,766
-385,079
2602
$6.54M ﹤0.01%
434,530
+424,901
2603
$6.54M ﹤0.01%
68,474
-15,534
2604
$6.54M ﹤0.01%
178,644
-1,746
2605
$6.53M ﹤0.01%
448,686
+90,982
2606
$6.53M ﹤0.01%
165,526
-44,665
2607
$6.53M ﹤0.01%
287,842
-30,040
2608
$6.53M ﹤0.01%
166,017
-72,544
2609
$6.52M ﹤0.01%
299,749
-18,959
2610
$6.51M ﹤0.01%
318,016
-259,127
2611
$6.5M ﹤0.01%
188,863
-10,561
2612
$6.48M ﹤0.01%
209,085
-10,974
2613
$6.47M ﹤0.01%
234,580
+38,146
2614
$6.45M ﹤0.01%
158,786
+15,042
2615
$6.45M ﹤0.01%
269,749
-1,230
2616
$6.44M ﹤0.01%
243,000
-39,221
2617
$6.44M ﹤0.01%
196,579
-40,979
2618
$6.44M ﹤0.01%
408,270
-248,129
2619
$6.44M ﹤0.01%
275,578
+34,865
2620
$6.43M ﹤0.01%
69,940
+9,611
2621
$6.42M ﹤0.01%
538,861
-38,764
2622
$6.41M ﹤0.01%
234,608
+5,171
2623
$6.41M ﹤0.01%
88,848
+6,721
2624
$6.4M ﹤0.01%
799,296
-223,119
2625
$6.4M ﹤0.01%
420,213
-441,591