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
2701
$5.8M ﹤0.01%
162,069
-1,479,296
2702
$5.8M ﹤0.01%
130,257
-38,596
2703
$5.77M ﹤0.01%
62,229
-8,006
2704
$5.76M ﹤0.01%
287,759
+12,448
2705
$5.76M ﹤0.01%
804,693
+662,230
2706
$5.75M ﹤0.01%
362,154
+175,712
2707
$5.74M ﹤0.01%
204,623
+35,501
2708
$5.73M ﹤0.01%
111,288
-31,680
2709
$5.72M ﹤0.01%
59,695
+39,335
2710
$5.71M ﹤0.01%
104,466
-66,310
2711
$5.69M ﹤0.01%
178,286
-199,334
2712
$5.68M ﹤0.01%
540,300
2713
$5.68M ﹤0.01%
325,121
-3,778
2714
$5.68M ﹤0.01%
89,330
-270
2715
$5.68M ﹤0.01%
476,424
-91,103
2716
$5.67M ﹤0.01%
375,141
-176,589
2717
$5.65M ﹤0.01%
160,317
-125,199
2718
$5.63M ﹤0.01%
358,885
-82,591
2719
$5.63M ﹤0.01%
123,894
-40,860
2720
$5.63M ﹤0.01%
782,507
+9,773
2721
$5.62M ﹤0.01%
96,870
-10,651
2722
$5.62M ﹤0.01%
566,271
-26,258
2723
$5.61M ﹤0.01%
301,887
-85,035
2724
$5.6M ﹤0.01%
263,210
+82,170
2725
$5.58M ﹤0.01%
163,848
+87,219