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
2751
$5.42M ﹤0.01%
249,921
-19,630
2752
$5.42M ﹤0.01%
110,320
+89
2753
$5.41M ﹤0.01%
137,310
+7,681
2754
$5.4M ﹤0.01%
197,239
+27,092
2755
$5.39M ﹤0.01%
60,140
-33,839
2756
$5.39M ﹤0.01%
265,811
+104,155
2757
$5.38M ﹤0.01%
126,816
+2,623
2758
$5.37M ﹤0.01%
873,849
-92,338
2759
$5.36M ﹤0.01%
649,235
+45,523
2760
$5.34M ﹤0.01%
273,756
+3,174
2761
$5.34M ﹤0.01%
401,206
+359,843
2762
$5.33M ﹤0.01%
639,590
+24,905
2763
$5.33M ﹤0.01%
225,498
-29,518
2764
$5.32M ﹤0.01%
54,072
-116,041
2765
$5.32M ﹤0.01%
731,688
-5,679
2766
$5.3M ﹤0.01%
441,573
-323,556
2767
$5.3M ﹤0.01%
126,692
+48,760
2768
$5.29M ﹤0.01%
607,056
-35,911
2769
$5.29M ﹤0.01%
287,408
-70,309
2770
$5.28M ﹤0.01%
323,741
-105,645
2771
$5.27M ﹤0.01%
91,798
-683,242
2772
$5.27M ﹤0.01%
78,262
+27,325
2773
$5.25M ﹤0.01%
308,998
-21,208
2774
$5.25M ﹤0.01%
250,956
+247,328
2775
$5.24M ﹤0.01%
92,905
+67,191