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
2801
$5.1M ﹤0.01%
119,246
+117,782
2802
$5.1M ﹤0.01%
456,975
-29,167
2803
$5.08M ﹤0.01%
376,615
-89,274
2804
$5.08M ﹤0.01%
490,000
2805
$5.07M ﹤0.01%
68,586
-210,810
2806
$5.07M ﹤0.01%
500,455
-47,215
2807
$5.07M ﹤0.01%
155,253
-149,208
2808
$5.05M ﹤0.01%
73,112
-99,597
2809
$5.05M ﹤0.01%
435,168
-181,160
2810
$5.04M ﹤0.01%
412,450
+102,273
2811
$5.03M ﹤0.01%
60,765
-7,911
2812
$5.03M ﹤0.01%
266,793
-80,730
2813
$5.03M ﹤0.01%
204,387
-6,211
2814
$5.02M ﹤0.01%
79,545
-124
2815
$5.02M ﹤0.01%
485,415
-1,290,551
2816
$5.02M ﹤0.01%
42,770
-50,117
2817
$5.01M ﹤0.01%
100,000
2818
$5.01M ﹤0.01%
97,392
-89,790
2819
$5M ﹤0.01%
242,824
+32,249
2820
$5M ﹤0.01%
77,223
-11,226
2821
$4.99M ﹤0.01%
440,406
-67,061
2822
$4.98M ﹤0.01%
8,714
-1,028
2823
$4.98M ﹤0.01%
141,713
-32,329
2824
$4.97M ﹤0.01%
101,310
-234
2825
$4.97M ﹤0.01%
455,765
-382,262