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
2901
$4.47M ﹤0.01%
140,550
-134,826
2902
$4.47M ﹤0.01%
76,981
-7,109
2903
$4.45M ﹤0.01%
154,667
+120,020
2904
$4.45M ﹤0.01%
737,895
-192,566
2905
$4.44M ﹤0.01%
95,801
+56,495
2906
$4.44M ﹤0.01%
304,925
+10,577
2907
$4.44M ﹤0.01%
358,304
+261,004
2908
$4.43M ﹤0.01%
507,262
+6,811
2909
$4.43M ﹤0.01%
22,415
-32,860
2910
$4.42M ﹤0.01%
117,412
-45,920
2911
$4.42M ﹤0.01%
70,271
-20,564
2912
$4.41M ﹤0.01%
507,104
-1,845
2913
$4.39M ﹤0.01%
383,119
-68,268
2914
$4.39M ﹤0.01%
154,286
+4,086
2915
$4.38M ﹤0.01%
228,270
-27,896
2916
$4.37M ﹤0.01%
46,601
+20,094
2917
$4.36M ﹤0.01%
210,807
-46,409
2918
$4.36M ﹤0.01%
257,468
+31,723
2919
$4.36M ﹤0.01%
113,031
+45,831
2920
$4.35M ﹤0.01%
313,533
-200,083
2921
$4.35M ﹤0.01%
644,950
+9,401
2922
$4.35M ﹤0.01%
4,698,419
-703,291
2923
$4.33M ﹤0.01%
33,677
-2,155
2924
$4.33M ﹤0.01%
170,191
-17,649
2925
$4.31M ﹤0.01%
103,637
-4,357