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
2726
$5.57M ﹤0.01%
77,657
-11,057
2727
$5.57M ﹤0.01%
29,595
-3,692
2728
$5.54M ﹤0.01%
238,215
+778
2729
$5.53M ﹤0.01%
84,818
-247,291
2730
$5.53M ﹤0.01%
199,412
-83,214
2731
$5.53M ﹤0.01%
609,252
-53,294
2732
$5.52M ﹤0.01%
54,749
+5,473
2733
$5.51M ﹤0.01%
132,109
+79,577
2734
$5.5M ﹤0.01%
31,978
-34,113
2735
$5.49M ﹤0.01%
248,944
-6,395
2736
$5.49M ﹤0.01%
441,497
+6,598
2737
$5.49M ﹤0.01%
168,296
+8,612
2738
$5.49M ﹤0.01%
123,093
-62,756
2739
$5.48M ﹤0.01%
203,813
-21,780
2740
$5.47M ﹤0.01%
5,068,458
-7,776
2741
$5.47M ﹤0.01%
135,637
-25,293
2742
$5.47M ﹤0.01%
738,397
-105,412
2743
$5.46M ﹤0.01%
133,022
-3,311
2744
$5.46M ﹤0.01%
133,746
-11,019
2745
$5.46M ﹤0.01%
212,243
-48,443
2746
$5.46M ﹤0.01%
742,306
+10,201
2747
$5.45M ﹤0.01%
507,017
-14,624
2748
$5.44M ﹤0.01%
1,474,341
-379,033
2749
$5.44M ﹤0.01%
91,119
-21,900
2750
$5.44M ﹤0.01%
201,526
+19,643