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
2676
$5.92M ﹤0.01%
149,890
-72,599
2677
$5.92M ﹤0.01%
113,035
-8,432
2678
$5.91M ﹤0.01%
182,366
-3,872
2679
$5.91M ﹤0.01%
258,612
-686,801
2680
$5.91M ﹤0.01%
80,557
-768
2681
$5.9M ﹤0.01%
564,555
+123,723
2682
$5.88M ﹤0.01%
204,741
-15,751
2683
$5.88M ﹤0.01%
150,641
+10,116
2684
$5.87M ﹤0.01%
588,025
-43,179
2685
$5.87M ﹤0.01%
184,760
+1,289
2686
$5.87M ﹤0.01%
375,397
-5,586
2687
$5.86M ﹤0.01%
326,688
+27,392
2688
$5.86M ﹤0.01%
198,675
-11,881
2689
$5.84M ﹤0.01%
1,146,004
+89,573
2690
$5.84M ﹤0.01%
218,481
-723,252
2691
$5.84M ﹤0.01%
206,647
+44,748
2692
$5.84M ﹤0.01%
509,834
-131,017
2693
$5.84M ﹤0.01%
97,419
+96,836
2694
$5.84M ﹤0.01%
205,613
-135,030
2695
$5.83M ﹤0.01%
384,210
+155,577
2696
$5.83M ﹤0.01%
243,608
-19,381
2697
$5.83M ﹤0.01%
218,936
+35,561
2698
$5.82M ﹤0.01%
1,221,908
-932,621
2699
$5.81M ﹤0.01%
167,028
+30,850
2700
$5.81M ﹤0.01%
307,679
-166,352