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
2626
$6.39M ﹤0.01%
135,944
-148,057
2627
$6.39M ﹤0.01%
160,480
+10,582
2628
$6.39M ﹤0.01%
125,257
-605
2629
$6.38M ﹤0.01%
1,000,479
+141,482
2630
$6.38M ﹤0.01%
1,404,670
-242,878
2631
$6.36M ﹤0.01%
96,730
-1,534
2632
$6.34M ﹤0.01%
176,672
-152,620
2633
$6.34M ﹤0.01%
130,253
+62,698
2634
$6.34M ﹤0.01%
295,106
-135,759
2635
$6.32M ﹤0.01%
609,848
+565,920
2636
$6.32M ﹤0.01%
271,792
-31,574
2637
$6.31M ﹤0.01%
96,456
-48,367
2638
$6.3M ﹤0.01%
69,964
-3,519
2639
$6.29M ﹤0.01%
2,676,285
+467,434
2640
$6.28M ﹤0.01%
573,616
-15,997
2641
$6.27M ﹤0.01%
218,860
-6,879
2642
$6.24M ﹤0.01%
83,000
-150,845
2643
$6.23M ﹤0.01%
203,512
-40,525
2644
$6.19M ﹤0.01%
44,375
+24,293
2645
$6.19M ﹤0.01%
176,446
-43,988
2646
$6.17M ﹤0.01%
358,714
+49,045
2647
$6.16M ﹤0.01%
291,390
+39,541
2648
$6.16M ﹤0.01%
310,465
-205,000
2649
$6.16M ﹤0.01%
1,279,853
-66,039
2650
$6.15M ﹤0.01%
146,831
+54,436