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
2876
$4.63M ﹤0.01%
95,176
-48,895
2877
$4.62M ﹤0.01%
1,447,496
-1,005,110
2878
$4.61M ﹤0.01%
359,367
-96,322
2879
$4.61M ﹤0.01%
113,466
-5,868
2880
$4.59M ﹤0.01%
410,406
+145,449
2881
$4.59M ﹤0.01%
260,864
-233,233
2882
$4.57M ﹤0.01%
645,467
+96,413
2883
$4.57M ﹤0.01%
229,492
-11,439
2884
$4.57M ﹤0.01%
375,387
-1,329,467
2885
$4.56M ﹤0.01%
459,016
-56,168
2886
$4.56M ﹤0.01%
278,463
-57,863
2887
$4.56M ﹤0.01%
105,158
-43,597
2888
$4.55M ﹤0.01%
959,900
-9,271
2889
$4.54M ﹤0.01%
83,524
-52,353
2890
$4.54M ﹤0.01%
579,236
+216,790
2891
$4.53M ﹤0.01%
115,401
-122,550
2892
$4.52M ﹤0.01%
387,202
+25,591
2893
$4.52M ﹤0.01%
290,276
-6,975
2894
$4.51M ﹤0.01%
365,070
-81,772
2895
$4.51M ﹤0.01%
56,754
-38,771
2896
$4.49M ﹤0.01%
480,106
-82,756
2897
$4.49M ﹤0.01%
249,560
+21,107
2898
$4.48M ﹤0.01%
97,362
-25,317
2899
$4.47M ﹤0.01%
281,348
+20,078
2900
$4.47M ﹤0.01%
1,059,387
-520,616