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
2651
$6.14M ﹤0.01%
358,463
-169,054
2652
$6.14M ﹤0.01%
216,940
-12,151
2653
$6.14M ﹤0.01%
159,376
+25,265
2654
$6.11M ﹤0.01%
93,801
-1,259
2655
$6.11M ﹤0.01%
82,448
+2,169
2656
$6.1M ﹤0.01%
34,111
-9,713
2657
$6.1M ﹤0.01%
302,967
-13,994
2658
$6.07M ﹤0.01%
513,756
-907,167
2659
$6.07M ﹤0.01%
138,945
-327,246
2660
$6.07M ﹤0.01%
250,086
+124,199
2661
$6.07M ﹤0.01%
316,328
-37,355
2662
$6.06M ﹤0.01%
167,495
+7,821
2663
$6.04M ﹤0.01%
78,037
-50,332
2664
$6.04M ﹤0.01%
120,937
-46,517
2665
$6.01M ﹤0.01%
259,703
-10,503
2666
$6.01M ﹤0.01%
105,827
-52,645
2667
$6.01M ﹤0.01%
452,481
+86,851
2668
$6.01M ﹤0.01%
76,095
-23,324
2669
$6M ﹤0.01%
44,459
-122,968
2670
$5.97M ﹤0.01%
229,010
-41,625
2671
$5.94M ﹤0.01%
901,991
+72,956
2672
$5.94M ﹤0.01%
283,867
-111,302
2673
$5.94M ﹤0.01%
229,608
+2,572
2674
$5.93M ﹤0.01%
303,080
+228,260
2675
$5.93M ﹤0.01%
2,621,751
-414,215