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
2776
$5.23M ﹤0.01%
88,949
+34,298
2777
$5.23M ﹤0.01%
215,461
-43,552
2778
$5.22M ﹤0.01%
210,754
+2,925
2779
$5.22M ﹤0.01%
258,207
-52,986
2780
$5.2M ﹤0.01%
125,415
-228,364
2781
$5.2M ﹤0.01%
150,294
-13,748
2782
$5.2M ﹤0.01%
107,087
+49,913
2783
$5.19M ﹤0.01%
210,720
-125,034
2784
$5.19M ﹤0.01%
396,159
-1,134,119
2785
$5.18M ﹤0.01%
45,378
-27,276
2786
$5.18M ﹤0.01%
344,169
-13,714
2787
$5.18M ﹤0.01%
111,224
+10,337
2788
$5.17M ﹤0.01%
862,468
-320,841
2789
$5.17M ﹤0.01%
280,068
-3,794
2790
$5.16M ﹤0.01%
68,098
-79,252
2791
$5.16M ﹤0.01%
372,482
+18,239
2792
$5.16M ﹤0.01%
189,365
-26,294
2793
$5.16M ﹤0.01%
190,194
+11,891
2794
$5.15M ﹤0.01%
1,337,816
+944,234
2795
$5.14M ﹤0.01%
237,228
-952,284
2796
$5.14M ﹤0.01%
193,055
-83,179
2797
$5.14M ﹤0.01%
113,659
-4,934
2798
$5.12M ﹤0.01%
296,812
+28,427
2799
$5.12M ﹤0.01%
86,112
-109,172
2800
$5.11M ﹤0.01%
259,510
-394,498